Horizon Family 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	–	Sell	-1,338	Closed	-$231K	–	79
2025 Q1	$231K	Buy	1,338 +7	+0.5%	+$1.21K	0.15%	68
2024 Q4	$225K	Buy	1,331 +8	+0.6%	+$1.35K	0.15%	77
2024 Q3	$231K	Buy	+1,323	New	+$231K	0.16%	73