HPIA
Hamilton Point Investment Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Hold |
4,034
| – | – | 0.12% | 86 |
|
|
2025
Q1 | $697K | Buy |
4,034
+379
| +10% | +$65.5K | 0.13% | 84 |
|
|
2024
Q4 | $619K | Buy |
3,655
+255
| +8% | +$43.2K | 0.11% | 84 |
|
|
2024
Q3 | $594K | Hold |
3,400
| – | – | 0.1% | 82 |
|
|
2024
Q2 | $549K | Hold |
3,400
| – | – | 0.1% | 81 |
|
|
2024
Q1 | $554K | Hold |
3,400
| – | – | 0.11% | 83 |
|
|
2023
Q4 | $508K | Hold |
3,400
| – | – | 0.1% | 88 |
|
|
2023
Q3 | $469K | Hold |
3,400
| – | – | 0.12% | 82 |
|
|
2023
Q2 | $483K | Sell |
3,400
-28
| -0.8% | -$3.98K | 0.12% | 82 |
|
|
2023
Q1 | $473K | Buy |
+3,428
| New | +$473K | 0.11% | 78 |
|