HNWAG
High Net Worth Advisory Group’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
13,789
+2,812
| +26% | +$497K | 0.65% | 43 |
|
|
2025
Q1 | $1.9M | Buy |
10,977
+1,417
| +15% | +$245K | 0.54% | 48 |
|
|
2024
Q4 | $1.62M | Buy |
9,560
+2,700
| +39% | +$458K | 0.45% | 58 |
|
|
2024
Q3 | $1.2M | Buy |
6,860
+904
| +15% | +$158K | 0.33% | 66 |
|
|
2024
Q2 | $956K | Buy |
5,956
+335
| +6% | +$53.8K | 0.29% | 77 |
|
|
2024
Q1 | $916K | Buy |
+5,621
| New | +$916K | 0.29% | 81 |
|
|
2023
Q1 | – | Sell |
-286
| Closed | -$40.2K | – | 571 |
|
|
2022
Q4 | $40.2K | Sell |
286
-5
| -2% | -$702 | 0.02% | 361 |
|
|
2022
Q3 | $36K | Buy |
291
+65
| +29% | +$8.04K | 0.02% | 382 |
|
|
2022
Q2 | $30K | Buy |
226
+101
| +81% | +$13.4K | 0.01% | 395 |
|
|
2022
Q1 | $18K | Sell |
125
-300
| -71% | -$43.2K | 0.01% | 471 |
|
|
2021
Q4 | $63K | Buy |
+425
| New | +$63K | 0.02% | 320 |
|