Gen-Wealth Partners’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 | $238K | Buy |
1,347
+248
| +23% | +$43.8K | 0.09% | 199 |
|
2025
Q1 | $190K | Sell |
1,099
-410
| -27% | -$70.8K | 0.08% | 214 |
|
2024
Q4 | $255K | Buy |
1,509
+9
| +0.6% | +$1.52K | 0.11% | 182 |
|
2024
Q3 | $260K | Buy |
1,500
+1,062
| +242% | +$184K | 0.11% | 187 |
|
2024
Q2 | $70.2K | Buy |
438
+4
| +0.9% | +$641 | 0.03% | 338 |
|
2024
Q1 | $70.7K | Buy |
+434
| New | +$70.7K | 0.04% | 342 |
|