GWP
Gateway Wealth Partners’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
30,700
+1,506
| +5% | +$266K | 1.03% | 26 |
|
|
2025
Q1 | $5.04M | Buy |
29,194
+770
| +3% | +$133K | 1.13% | 18 |
|
|
2024
Q4 | $4.81M | Buy |
28,424
+161
| +0.6% | +$27.3K | 1.25% | 16 |
|
|
2024
Q3 | $4.93M | Buy |
28,263
+15,357
| +119% | +$2.68M | 1.36% | 15 |
|
|
2024
Q2 | $2.07M | Buy |
12,906
+848
| +7% | +$136K | 0.63% | 41 |
|
|
2024
Q1 | $1.96M | Sell |
12,058
-1,068
| -8% | -$174K | 0.71% | 36 |
|
|
2023
Q4 | $1.96M | Buy |
13,126
+9,880
| +304% | +$1.48M | 0.79% | 31 |
|
|
2023
Q3 | $448K | Buy |
3,246
+1,321
| +69% | +$182K | 0.08% | 138 |
|
|
2023
Q2 | $274K | Buy |
1,925
+157
| +9% | +$22.3K | 0.05% | 193 |
|
|
2023
Q1 | $244K | Buy |
+1,768
| New | +$244K | 0.04% | 187 |
|