Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.03M | Sell |
7,628
-108
| -1% | -$14.6K | 0.4% | 46 |
|
|
2021
Q2 | $1.06M | Sell |
7,736
-75
| -1% | -$10.3K | 0.42% | 44 |
|
|
2021
Q1 | $1.03M | Hold |
7,811
| – | – | 0.43% | 43 |
|
|
2020
Q4 | $929K | Hold |
7,811
| – | – | 0.4% | 43 |
|
|
2020
Q3 | $816K | Sell |
7,811
-473
| -6% | -$49.4K | 0.4% | 44 |
|
|
2020
Q2 | $825K | Hold |
8,284
| – | – | 0.45% | 43 |
|
|
2020
Q1 | $738K | Sell |
8,284
-205
| -2% | -$18.3K | 0.51% | 43 |
|
|
2019
Q4 | $1.02M | Sell |
8,489
-206
| -2% | -$24.7K | 0.55% | 42 |
|
|
2019
Q3 | $971K | Sell |
8,695
-160
| -2% | -$17.9K | 0.61% | 38 |
|
|
2019
Q2 | $982K | Hold |
8,855
| – | – | 0.59% | 39 |
|
|
2019
Q1 | $953K | Hold |
8,855
| – | – | 0.57% | 40 |
|
|
2018
Q4 | $867K | Hold |
8,855
| – | – | 0.6% | 38 |
|
|
2018
Q3 | $980K | Hold |
8,855
| – | – | 0.61% | 39 |
|
|
2018
Q2 | $919K | Sell |
8,855
-143
| -2% | -$14.8K | 0.6% | 42 |
|
|
2018
Q1 | $928K | Sell |
8,998
-406
| -4% | -$41.9K | 0.65% | 38 |
|
|
2017
Q4 | $1M | Sell |
9,404
-564
| -6% | -$60K | 0.63% | 41 |
|
|
2017
Q3 | $995K | Buy |
9,968
+502
| +5% | +$50.1K | 0.65% | 40 |
|
|
2017
Q2 | $914K | Sell |
9,466
-1,025
| -10% | -$99K | 0.63% | 40 |
|
|
2017
Q1 | $1M | Sell |
10,491
-2,853
| -21% | -$272K | 0.73% | 38 |
|
|
2016
Q4 | $1.24M | Sell |
13,344
-762
| -5% | -$70.9K | 0.9% | 31 |
|
|
2016
Q3 | $1.23M | Buy |
14,106
+1,443
| +11% | +$126K | 0.91% | 31 |
|
|
2016
Q2 | $1.08M | Hold |
12,663
| – | – | 0.88% | 30 |
|
|
2016
Q1 | $1.04M | Sell |
12,663
-751
| -6% | -$61.9K | 0.89% | 29 |
|
|
2015
Q4 | $1.09M | Buy |
+13,414
| New | +$1.09M | 0.93% | 31 |
|