Guardian 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 | – | Sell |
-71
| Closed | -$12.4K | – | 215 |
|
|
2025
Q1 | $12.4K | Sell |
71
-425
| -86% | -$73.9K | 0.01% | 150 |
|
|
2024
Q4 | $84K | Buy |
496
+451
| +1,002% | +$76.4K | 0.06% | 94 |
|
|
2024
Q3 | $7.86K | Buy |
45
+4
| +10% | +$698 | 0.01% | 184 |
|
|
2024
Q2 | $6.61K | Hold |
41
| – | – | 0.01% | 183 |
|
|
2024
Q1 | $6.71K | Hold |
41
| – | – | 0.01% | 182 |
|
|
2023
Q4 | $6.12K | Sell |
41
-97
| -70% | -$14.5K | 0.01% | 187 |
|
|
2023
Q3 | $19.1K | Sell |
138
-18
| -12% | -$2.49K | 0.02% | 138 |
|
|
2023
Q2 | $22.1K | Buy |
156
+59
| +61% | +$8.36K | 0.02% | 132 |
|
|
2023
Q1 | $13.3K | Sell |
97
-8,740
| -99% | -$1.2M | 0.01% | 148 |
|
|
2022
Q4 | $1.24M | Buy |
8,837
+8,795
| +20,940% | +$1.23M | 1.22% | 33 |
|
|
2022
Q3 | $5K | Buy |
42
+1
| +2% | +$119 | 0.01% | 189 |
|
|
2022
Q2 | $5K | Hold |
41
| – | – | 0.01% | 183 |
|
|
2022
Q1 | $6K | Hold |
41
| – | – | 0.01% | 191 |
|
|
2021
Q4 | $6K | Buy |
+41
| New | +$6K | 0.01% | 188 |
|