Independent Wealth Network’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 | $600K | Buy |
3,395
+1,236
| +57% | +$218K | 0.22% | 118 |
|
|
2025
Q1 | $373K | Buy |
2,159
+112
| +5% | +$19.3K | 0.15% | 159 |
|
|
2024
Q4 | $347K | Buy |
2,047
+34
| +2% | +$5.76K | 0.14% | 159 |
|
|
2024
Q3 | $351K | Sell |
2,013
-13
| -0.6% | -$2.27K | 0.16% | 148 |
|
|
2024
Q2 | $325K | Sell |
2,026
-137
| -6% | -$22K | 0.15% | 156 |
|
|
2024
Q1 | $352K | Buy |
2,163
+63
| +3% | +$10.3K | 0.17% | 150 |
|
|
2023
Q4 | $314K | Buy |
2,100
+46
| +2% | +$6.88K | 0.17% | 147 |
|
|
2023
Q3 | $283K | Sell |
2,054
-210
| -9% | -$29K | 0.17% | 144 |
|
|
2023
Q2 | $322K | Sell |
2,264
-117
| -5% | -$16.6K | 0.19% | 136 |
|
|
2023
Q1 | $329K | Buy |
2,381
+108
| +5% | +$14.9K | 0.21% | 118 |
|
|
2022
Q4 | $319K | Buy |
2,273
+121
| +6% | +$17K | 0.22% | 118 |
|
|
2022
Q3 | $266K | Buy |
2,152
+74
| +4% | +$9.15K | 0.21% | 128 |
|
|
2022
Q2 | $274K | Sell |
2,078
-17
| -0.8% | -$2.24K | 0.2% | 132 |
|
|
2022
Q1 | $310K | Buy |
2,095
+167
| +9% | +$24.7K | 0.2% | 138 |
|
|
2021
Q4 | $284K | Buy |
1,928
+20
| +1% | +$2.95K | 0.17% | 143 |
|
|
2021
Q3 | $276K | Buy |
+1,908
| New | +$276K | 0.18% | 144 |
|