Genesis Private Wealth’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
$414K Buy
2,343
+10
+0.4% +$1.77K 0.2% 63
2025
Q1
$403K Sell
2,333
-35
-1% -$6.05K 0.21% 59
2024
Q4
$401K Buy
+2,368
New +$401K 0.22% 57