GoalFusion Wealth Management’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 | $7.61M | Sell |
43,040
-225
| -0.5% | -$39.8K | 3.91% | 6 |
|
|
2025
Q1 | $7.47M | Buy |
43,265
+622
| +1% | +$107K | 4.09% | 6 |
|
|
2024
Q4 | $7.22M | Buy |
42,643
+1,289
| +3% | +$218K | 3.93% | 6 |
|
|
2024
Q3 | $7.22M | Buy |
41,354
+2,653
| +7% | +$463K | 4% | 6 |
|
|
2024
Q2 | $6.21M | Buy |
38,701
+881
| +2% | +$141K | 3.86% | 6 |
|
|
2024
Q1 | $6.16M | Buy |
37,820
+412
| +1% | +$67.1K | 3.92% | 6 |
|
|
2023
Q4 | $5.59M | Buy |
37,408
+1,213
| +3% | +$181K | 3.81% | 6 |
|
|
2023
Q3 | $4.99M | Buy |
36,195
+1,585
| +5% | +$219K | 3.71% | 7 |
|
|
2023
Q2 | $4.92M | Buy |
34,610
+2,199
| +7% | +$312K | 3.62% | 6 |
|
|
2023
Q1 | $4.48M | Buy |
+32,411
| New | +$4.48M | 3.52% | 7 |
|