Five Pine Wealth 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
Q2
$11M Buy
62,377
+2,317
+4% +$410K 8.17% 4
2025
Q1
$10.4M Buy
60,060
+7,517
+14% +$1.3M 8.45% 4
2024
Q4
$8.9M Buy
+52,543
New +$8.9M 7.5% 5