Ehrlich Financial Group’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
10,028
-73
| -0.7% | -$12.9K | 1.15% | 27 |
|
|
2025
Q1 | $1.74M | Sell |
10,101
-74
| -0.7% | -$12.8K | 1.27% | 23 |
|
|
2024
Q4 | $1.72M | Buy |
10,175
+1,655
| +19% | +$280K | 1.22% | 22 |
|
|
2024
Q3 | $1.49M | Sell |
8,520
-751
| -8% | -$131K | 1.06% | 24 |
|
|
2024
Q2 | $1.49M | Sell |
9,271
-12,121
| -57% | -$1.94M | 1.17% | 21 |
|
|
2024
Q1 | $3.48M | Buy |
21,392
+9,070
| +74% | +$1.48M | 2.93% | 7 |
|
|
2023
Q4 | $1.84M | Buy |
+12,322
| New | +$1.84M | 1.85% | 18 |
|