Hall Private Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$6.52M Buy
47,293
+5,113
+12% +$705K 4.38% 9
2023
Q2
$5.99M Buy
42,180
+2,572
+6% +$365K 3.24% 13
2023
Q1
$5.47M Buy
39,608
+6,565
+20% +$907K 2.85% 15
2022
Q4
$4.64M Buy
+33,043
New +$4.64M 2.64% 15