Hilltop 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 | – | Sell |
-1,757
| Closed | -$304K | – | 55 |
|
|
2025
Q1 | $304K | Buy |
1,757
+30
| +2% | +$5.18K | 0.17% | 41 |
|
|
2024
Q4 | $292K | Sell |
1,727
-116
| -6% | -$19.6K | 0.15% | 38 |
|
|
2024
Q3 | $322K | Sell |
1,843
-776
| -30% | -$135K | 0.15% | 40 |
|
|
2024
Q2 | $420K | Sell |
2,619
-107
| -4% | -$17.2K | 0.21% | 37 |
|
|
2024
Q1 | $444K | Sell |
2,726
-70
| -3% | -$11.4K | 0.23% | 37 |
|
|
2023
Q4 | $418K | Sell |
2,796
-129
| -4% | -$19.3K | 0.24% | 31 |
|
|
2023
Q3 | $404K | Sell |
2,925
-47
| -2% | -$6.48K | 0.31% | 28 |
|
|
2023
Q2 | $422K | Buy |
2,972
+120
| +4% | +$17.1K | 0.31% | 28 |
|
|
2023
Q1 | $394K | Buy |
2,852
+928
| +48% | +$128K | 0.32% | 29 |
|
|
2022
Q4 | $270K | Sell |
1,924
-903
| -32% | -$127K | 0.23% | 32 |
|
|
2022
Q3 | $349K | Buy |
+2,827
| New | +$349K | 0.36% | 29 |
|