Holos Integrated Wealth’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
$712K Hold
4,003
0.43% 34
2025
Q1
$691K Sell
4,003
-366
-8% -$63.2K 0.45% 32
2024
Q4
$740K Buy
+4,369
New +$740K 0.51% 31