HHM 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 | $320K | Buy |
1,808
+1,148
| +174% | +$203K | 0.04% | 154 |
|
|
2025
Q1 | $114K | Buy |
660
+406
| +160% | +$70.1K | 0.02% | 253 |
|
|
2024
Q4 | $43K | Buy |
254
+6
| +2% | +$1.02K | 0.01% | 386 |
|
|
2024
Q3 | $43.3K | Hold |
248
| – | – | 0.01% | 361 |
|
|
2024
Q2 | $39.8K | Hold |
248
| – | – | 0.01% | 369 |
|
|
2024
Q1 | $40.4K | Hold |
248
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $37.1K | Hold |
248
| – | – | 0.01% | 326 |
|
|
2023
Q3 | $34.2K | Hold |
248
| – | – | 0.01% | 325 |
|
|
2023
Q2 | $35.2K | Hold |
248
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $34.3K | Hold |
248
| – | – | 0.01% | 322 |
|
|
2022
Q4 | $34.8K | Hold |
248
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $31K | Hold |
248
| – | – | 0.01% | 296 |
|
|
2022
Q2 | $33K | Hold |
248
| – | – | 0.01% | 340 |
|
|
2022
Q1 | $37K | Hold |
248
| – | – | 0.01% | 352 |
|
|
2021
Q4 | $36K | Hold |
248
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $34K | Hold |
248
| – | – | 0.01% | 347 |
|
|
2021
Q2 | $34K | Hold |
248
| – | – | 0.01% | 342 |
|
|
2021
Q1 | $33K | Buy |
+248
| New | +$33K | 0.01% | 330 |
|