FirstPurpose Wealth’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,636
Closed -$245K 229
2023
Q4
$245K Buy
+1,636
New +$245K 0.09% 177
2023
Q1
Sell
-2,808
Closed -$394K 202
2022
Q4
$394K Buy
+2,808
New +$394K 0.22% 89