Geometric Wealth Advisors’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 | $1.16M | Sell |
6,564
-42
| -0.6% | -$7.42K | 0.17% | 20 |
|
|
2025
Q1 | $1.14M | Buy |
6,606
+2,501
| +61% | +$432K | 0.2% | 18 |
|
|
2024
Q4 | $695K | Buy |
4,105
+308
| +8% | +$52.1K | 0.13% | 31 |
|
|
2024
Q3 | $663K | Sell |
3,797
-104
| -3% | -$18.2K | 0.12% | 32 |
|
|
2024
Q2 | $626K | Buy |
3,901
+2,249
| +136% | +$361K | 0.13% | 29 |
|
|
2024
Q1 | $269K | Buy |
1,652
+80
| +5% | +$13K | 0.06% | 39 |
|
|
2023
Q4 | $235K | Buy |
+1,572
| New | +$235K | 0.06% | 41 |
|