EnRich Financial Partners’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
$340K Sell
1,923
-54
-3% -$9.54K 0.1% 44
2025
Q1
$342K Buy
1,977
+54
+3% +$9.33K 0.11% 42
2024
Q4
$326K Sell
1,923
-146
-7% -$24.7K 0.11% 40
2024
Q3
$361K Buy
2,069
+3
+0.1% +$524 0.12% 36
2024
Q2
$331K Buy
2,066
+8
+0.4% +$1.28K 0.12% 38
2024
Q1
$335K Buy
2,058
+5
+0.2% +$814 0.13% 34
2023
Q4
$307K Buy
+2,053
New +$307K 0.13% 35