GHP Investment 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 | $2M | Buy |
11,325
+419
| +4% | +$74.1K | 0.09% | 222 |
|
2025
Q1 | $1.88M | Sell |
10,906
-139
| -1% | -$24K | 0.09% | 226 |
|
2024
Q4 | $1.87M | Buy |
11,045
+33
| +0.3% | +$5.59K | 0.09% | 232 |
|
2024
Q3 | $1.92M | Sell |
11,012
-452
| -4% | -$78.9K | 0.09% | 231 |
|
2024
Q2 | $1.84M | Buy |
11,464
+439
| +4% | +$70.4K | 0.09% | 231 |
|
2024
Q1 | $1.8M | Buy |
11,025
+1,292
| +13% | +$210K | 0.09% | 233 |
|
2023
Q4 | $1.46M | Buy |
9,733
+2,121
| +28% | +$317K | 0.08% | 242 |
|
2023
Q3 | $1.05M | Buy |
7,612
+1,958
| +35% | +$269K | 0.06% | 254 |
|
2023
Q2 | $822K | Buy |
5,654
+748
| +15% | +$109K | 0.05% | 275 |
|
2023
Q1 | $678K | Sell |
4,906
-136
| -3% | -$18.8K | 0.04% | 282 |
|
2022
Q4 | $708K | Buy |
5,042
+214
| +4% | +$30K | 0.05% | 278 |
|
2022
Q3 | $596K | Buy |
4,828
+2,246
| +87% | +$277K | 0.05% | 280 |
|
2022
Q2 | $340K | Buy |
2,582
+1,789
| +226% | +$236K | 0.03% | 313 |
|
2022
Q1 | $117K | Buy |
+793
| New | +$117K | 0.01% | 407 |
|