Everpar 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 | $671K | Sell |
3,796
-198
| -5% | -$35K | 0.3% | 74 |
|
|
2025
Q1 | $690K | Buy |
3,994
+6
| +0.2% | +$1.04K | 0.37% | 58 |
|
|
2024
Q4 | $675K | Sell |
3,988
-465
| -10% | -$78.7K | 0.34% | 66 |
|
|
2024
Q3 | $777K | Sell |
4,453
-114
| -2% | -$19.9K | 0.4% | 56 |
|
|
2024
Q2 | $733K | Buy |
4,567
+1,772
| +63% | +$284K | 0.37% | 65 |
|
|
2024
Q1 | $455K | Sell |
2,795
-1,783
| -39% | -$290K | 0.28% | 120 |
|
|
2023
Q4 | $684K | Buy |
+4,578
| New | +$684K | 0.32% | 112 |
|