EWP
Engrave Wealth Partners’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,159
| Closed | -$300K | – | 73 |
|
|
2023
Q1 | $300K | Sell |
2,159
-11,334
| -84% | -$1.58M | 0.1% | 53 |
|
|
2022
Q4 | $1.9M | Buy |
13,493
+10,932
| +427% | +$1.54M | 0.66% | 19 |
|
|
2022
Q3 | $316K | Buy |
+2,561
| New | +$316K | 0.15% | 45 |
|
|
2020
Q3 | – | Sell |
-88
| Closed | -$8K | – | 421 |
|
|
2020
Q2 | $8K | Sell |
88
-272
| -76% | -$24.7K | 0.01% | 277 |
|
|
2020
Q1 | $32K | Buy |
360
+5
| +1% | +$444 | 0.04% | 120 |
|
|
2019
Q4 | $42K | Buy |
+355
| New | +$42K | 0.04% | 146 |
|