Freedman Financial Associates’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-260
| Closed | -$38K | – | 444 |
|
2022
Q1 | $38K | Hold |
260
| – | – | 0.03% | 237 |
|
2021
Q4 | $38K | Hold |
260
| – | – | 0.03% | 235 |
|
2021
Q3 | $35K | Hold |
260
| – | – | 0.03% | 239 |
|
2021
Q2 | $36K | Hold |
260
| – | – | 0.03% | 228 |
|
2021
Q1 | $34K | Buy |
260
+39
| +18% | +$5.1K | 0.03% | 245 |
|
2020
Q4 | $26K | Buy |
+221
| New | +$26K | 0.02% | 265 |
|