Forum Private Client Group’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 | $222K | Sell |
1,255
-59
| -4% | -$10.4K | 0.09% | 77 |
|
|
2025
Q1 | $227K | Sell |
1,314
-3
| -0.2% | -$518 | 0.1% | 71 |
|
|
2024
Q4 | $223K | Hold |
1,317
| – | – | 0.1% | 71 |
|
|
2024
Q3 | $230K | Sell |
1,317
-266
| -17% | -$46.4K | 0.1% | 70 |
|
|
2024
Q2 | $254K | Buy |
1,583
+266
| +20% | +$42.7K | 0.12% | 66 |
|
|
2024
Q1 | $214K | Sell |
1,317
-48
| -4% | -$7.82K | 0.1% | 68 |
|
|
2023
Q4 | $204K | Buy |
+1,365
| New | +$204K | 0.11% | 70 |
|