Goldstone Financial Group’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 | $29.2M | Buy |
162,490
+11,313
| +7% | +$2.03M | 3.86% | 4 |
|
|
2025
Q1 | $26.1M | Buy |
151,177
+39,928
| +36% | +$6.9M | 3.95% | 4 |
|
|
2024
Q4 | $18.8M | Buy |
111,249
+10,015
| +10% | +$1.7M | 2.95% | 5 |
|
|
2024
Q3 | $17.7M | Buy |
101,234
+8,654
| +9% | +$1.51M | 3.07% | 5 |
|
|
2024
Q2 | $14.9M | Buy |
92,580
+9,097
| +11% | +$1.46M | 2.98% | 6 |
|
|
2024
Q1 | $13.6M | Buy |
83,483
+4,598
| +6% | +$749K | 3.12% | 5 |
|
|
2023
Q4 | $11.8M | Buy |
78,885
+6,562
| +9% | +$981K | 3.05% | 6 |
|
|
2023
Q3 | $9.98M | Buy |
72,323
+332
| +0.5% | +$45.8K | 2.96% | 7 |
|
|
2023
Q2 | $10.2M | Buy |
71,991
+19,491
| +37% | +$2.77M | 3.01% | 8 |
|
|
2023
Q1 | $7.25M | Buy |
+52,500
| New | +$7.25M | 2.39% | 10 |
|