Holistic Planning’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 | $6.75M | Buy |
38,205
+1,543
| +4% | +$273K | 1.93% | 10 |
|
|
2025
Q1 | $6.33M | Sell |
36,662
-398
| -1% | -$68.8K | 2.14% | 8 |
|
|
2024
Q4 | $6.27M | Sell |
37,060
-2,489
| -6% | -$421K | 2.27% | 8 |
|
|
2024
Q3 | $6.9M | Sell |
39,549
-3,234
| -8% | -$565K | 2.92% | 4 |
|
|
2024
Q2 | $6.97M | Sell |
42,783
-911
| -2% | -$148K | 5.35% | 2 |
|
|
2024
Q1 | $7.12M | Sell |
43,694
-4,299
| -9% | -$700K | 5.43% | 2 |
|
|
2023
Q4 | $7.17M | Buy |
+47,993
| New | +$7.17M | 6.04% | 2 |
|