Elevate Wealth Advisory’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 | $52.2K | Hold |
294
| – | – | 0.04% | 99 |
|
|
2025
Q1 | $50.8K | Hold |
294
| – | – | 0.04% | 99 |
|
|
2024
Q4 | $49.8K | Sell |
294
-133
| -31% | -$22.5K | 0.04% | 90 |
|
|
2024
Q3 | $74.5K | Hold |
427
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $68.9K | Hold |
427
| – | – | 0.06% | 77 |
|
|
2024
Q1 | $69.5K | Buy |
427
+133
| +45% | +$21.7K | 0.06% | 75 |
|
|
2023
Q4 | $44K | Buy |
+294
| New | +$44K | 0.04% | 84 |
|