Evernest Financial Advisors’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 | $1.12M | Sell |
6,325
-4
| -0.1% | -$707 | 0.36% | 59 |
|
|
2025
Q1 | $1.09M | Sell |
6,329
-616
| -9% | -$106K | 0.39% | 58 |
|
|
2024
Q4 | $1.18M | Sell |
6,945
-729
| -9% | -$123K | 0.31% | 57 |
|
|
2024
Q3 | $1.34M | Sell |
7,674
-654
| -8% | -$114K | 0.36% | 47 |
|
|
2024
Q2 | $1.34M | Sell |
8,328
-1,962
| -19% | -$315K | 0.6% | 33 |
|
|
2024
Q1 | $1.6M | Sell |
10,290
-305
| -3% | -$47.6K | 0.76% | 25 |
|
|
2023
Q4 | $1.58M | Buy |
+10,595
| New | +$1.58M | 0.8% | 29 |
|
|
2021
Q4 | $1.61M | Buy |
+10,563
| New | +$1.61M | 0.83% | 24 |
|