HSWS
Higgins & Schmidt Wealth Strategies’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,352
| Closed | -$236K | – | 63 |
|
|
2024
Q3 | $236K | Sell |
1,352
-51
| -4% | -$8.9K | 0.15% | 45 |
|
|
2024
Q2 | $225K | Hold |
1,403
| – | – | 0.16% | 43 |
|
|
2024
Q1 | $229K | Hold |
1,403
| – | – | 0.17% | 43 |
|
|
2023
Q4 | $210K | Buy |
+1,403
| New | +$210K | 0.17% | 43 |
|