Guardian Wealth Advisors (North Carolina)’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 | $858K | Buy |
4,830
+107
| +2% | +$19K | 0.06% | 155 |
|
|
2025
Q1 | $816K | Buy |
4,723
+550
| +13% | +$95K | 0.07% | 143 |
|
|
2024
Q4 | $706K | Buy |
4,173
+573
| +16% | +$97K | 0.06% | 160 |
|
|
2024
Q3 | $628K | Buy |
3,600
+621
| +21% | +$108K | 0.07% | 138 |
|
|
2024
Q2 | $478K | Buy |
2,979
+1,415
| +90% | +$227K | 0.06% | 163 |
|
|
2024
Q1 | $255K | Sell |
1,564
-1,425
| -48% | -$232K | 0.03% | 230 |
|
|
2023
Q4 | $437K | Sell |
2,989
-77
| -3% | -$11.3K | 0.07% | 148 |
|
|
2023
Q3 | $434K | Buy |
3,066
+4
| +0.1% | +$566 | 0.07% | 134 |
|
|
2023
Q2 | $435K | Sell |
3,062
-14
| -0.5% | -$1.99K | 0.07% | 137 |
|
|
2023
Q1 | $425K | Buy |
3,076
+20
| +0.7% | +$2.76K | 0.07% | 135 |
|
|
2022
Q4 | $429K | Buy |
3,056
+179
| +6% | +$25.1K | 0.08% | 126 |
|
|
2022
Q3 | $355K | Buy |
2,877
+1,793
| +165% | +$221K | 0.07% | 129 |
|
|
2022
Q2 | $143K | Buy |
1,084
+408
| +60% | +$53.8K | 0.03% | 194 |
|
|
2022
Q1 | $100K | Buy |
676
+314
| +87% | +$46.5K | 0.04% | 170 |
|
|
2021
Q4 | $53K | Buy |
+362
| New | +$53K | 0.02% | 173 |
|