Helen Stephens 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 | $1.02M | Sell |
5,763
-132
| -2% | -$23.3K | 0.25% | 41 |
|
|
2025
Q1 | $1.02M | Sell |
5,895
-6
| -0.1% | -$1.04K | 0.29% | 39 |
|
|
2024
Q4 | $999K | Sell |
5,901
-239
| -4% | -$40.5K | 0.3% | 41 |
|
|
2024
Q3 | $1.07M | Buy |
6,140
+31
| +0.5% | +$5.41K | 0.33% | 41 |
|
|
2024
Q2 | $980K | Buy |
+6,109
| New | +$980K | 0.34% | 39 |
|