Family Wealth 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 | $4.67M | Sell |
26,418
-2,147
| -8% | -$379K | 1.87% | 16 |
|
|
2025
Q1 | $4.93M | Sell |
28,565
-951
| -3% | -$164K | 2.25% | 16 |
|
|
2024
Q4 | $5M | Sell |
29,516
-195
| -0.7% | -$33K | 2.38% | 16 |
|
|
2024
Q3 | $5.19M | Sell |
29,711
-147
| -0.5% | -$25.7K | 2.65% | 15 |
|
|
2024
Q2 | $4.79M | Buy |
29,858
+2,890
| +11% | +$464K | 2.49% | 15 |
|
|
2024
Q1 | $4.39M | Sell |
26,968
-3,338
| -11% | -$544K | 2.49% | 15 |
|
|
2023
Q4 | $4.53M | Buy |
+30,306
| New | +$4.53M | 3.5% | 9 |
|