Essential Planning’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
Q1
Sell
-12,434
Closed -$2.18M 296
2024
Q4
$2.18M Buy
+12,434
New +$2.18M 0.01% 184