Henrickson Nauta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
1,310
| – | – | 0.08% | 78 |
|
|
2025
Q1 | $209K | Hold |
1,310
| – | – | 0.09% | 73 |
|
|
2024
Q4 | $222K | Hold |
1,310
| – | – | 0.09% | 78 |
|
|
2024
Q3 | $229K | Sell |
1,310
-1,078
| -45% | -$188K | 0.09% | 74 |
|
|
2024
Q2 | $385K | Buy |
2,388
+1,078
| +82% | +$174K | 0.16% | 50 |
|
|
2024
Q1 | $208K | Sell |
1,310
-1,360
| -51% | -$216K | 0.09% | 70 |
|
|
2023
Q4 | $399K | Buy |
+2,670
| New | +$399K | 0.2% | 49 |
|