Financial Gravity Asset Management’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 | $528K | Buy |
+3,054
| New | +$528K | 0.12% | 94 |
|
|
2024
Q2 | $1M | Sell |
6,257
-418
| -6% | -$67K | 0.25% | 66 |
|
|
2024
Q1 | $1.04M | Buy |
6,675
+3,076
| +85% | +$479K | 0.14% | 79 |
|
|
2023
Q4 | $616K | Buy |
3,599
+3,581
| +19,894% | +$613K | 0.01% | 440 |
|
|
2023
Q3 | $80.4K | Buy |
+18
| New | +$80.4K | ﹤0.01% | 492 |
|
|
2020
Q1 | – | Sell |
-54
| Closed | -$6K | – | 1391 |
|
|
2019
Q4 | $6K | Sell |
54
-103
| -66% | -$11.4K | ﹤0.01% | 1256 |
|
|
2019
Q3 | $18K | Hold |
157
| – | – | 0.02% | 484 |
|
|
2019
Q2 | $17K | Hold |
157
| – | – | 0.01% | 507 |
|
|
2019
Q1 | $17K | Buy |
+157
| New | +$17K | 0.01% | 471 |
|
|
2018
Q3 | $13K | Buy |
129
+103
| +396% | +$10.4K | 0.01% | 534 |
|
|
2018
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 924 |
|
|
2018
Q1 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 888 |
|