Helium 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
2025
Q2
$1.43M Sell
8,067
-12
-0.1% -$2.12K 0.9% 21
2025
Q1
$1.4M Buy
8,079
+43
+0.5% +$7.43K 1.02% 19
2024
Q4
$1.36M Buy
+8,036
New +$1.36M 1.08% 19