Heritage Wealth Management (Arizona)’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $882K | Buy |
6,280
+3,609
| +135% | +$507K | 0.13% | 126 |
|
|
2022
Q3 | $330K | Buy |
2,671
+2,557
| +2,243% | +$316K | 0.11% | 136 |
|
|
2022
Q2 | $15K | Hold |
114
| – | – | 0.01% | 594 |
|
|
2022
Q1 | $17K | Buy |
+114
| New | +$17K | ﹤0.01% | 627 |
|
|
2021
Q3 | $23K | Hold |
172
| – | – | 0.01% | 540 |
|
|
2021
Q2 | $24K | Buy |
+172
| New | +$24K | 0.01% | 539 |
|