GA
Goldstein Advisors’s Vanguard Value ETF VTV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $462K | Hold |
2,612
| – | – | 0.06% | 100 |
|
2025
Q1 | $451K | Hold |
2,612
| – | – | 0.07% | 99 |
|
2024
Q4 | $442K | Sell |
2,612
-455
| -15% | -$77K | 0.06% | 99 |
|
2024
Q3 | $535K | Buy |
3,067
+191
| +7% | +$33.3K | 0.08% | 85 |
|
2024
Q2 | $461K | Hold |
2,876
| – | – | 0.08% | 83 |
|
2024
Q1 | $468K | Sell |
2,876
-6
| -0.2% | -$977 | 0.08% | 82 |
|
2023
Q4 | $431K | Buy |
2,882
+38
| +1% | +$5.68K | 0.07% | 112 |
|
2023
Q3 | $392K | Hold |
2,844
| – | – | 0.08% | 84 |
|
2023
Q2 | $404K | Sell |
2,844
-46
| -2% | -$6.54K | 0.08% | 86 |
|
2023
Q1 | $399K | Buy |
2,890
+278
| +11% | +$38.4K | 0.09% | 85 |
|
2022
Q4 | $367K | Buy |
+2,612
| New | +$367K | 0.09% | 88 |
|