Hibernia Wealth Partners’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,936
| Closed | -$687K | – | 120 |
|
|
2024
Q3 | $687K | Buy |
+3,936
| New | +$687K | 0.21% | 46 |
|
|
2024
Q2 | – | Sell |
-2,832
| Closed | -$461K | – | 117 |
|
|
2024
Q1 | $461K | Buy |
2,832
+493
| +21% | +$80.3K | 0.31% | 44 |
|
|
2023
Q4 | $350K | Buy |
2,339
+756
| +48% | +$113K | 0.26% | 43 |
|
|
2023
Q3 | $218K | Buy |
+1,583
| New | +$218K | 0.17% | 53 |
|