Foundation Wealth Management (Pennsylvania)’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
$841K Sell
4,757
-32
-0.7% -$5.66K 0.36% 44
2025
Q1
$827K Hold
4,789
0.39% 45
2024
Q4
$811K Buy
+4,789
New +$811K 0.39% 46