Inspirion Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Inspirion Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$994K	Hold	5,624	–	–	0.13%	64
2025 Q1	$972K	Hold	5,624	–	–	0.13%	63
2024 Q4	$956K	Sell	5,624 -5	-0.1%	-$850	0.13%	60
2024 Q3	$983K	Hold	5,629	–	–	0.14%	60
2024 Q2	$903K	Hold	5,629	–	–	0.14%	61
2024 Q1	$917K	Hold	5,629	–	–	0.15%	62
2023 Q4	$847K	Sell	5,629 -600	-10%	-$90.3K	0.15%	60
2023 Q3	$859K	Buy	6,229 +5	+0.1%	+$690	0.17%	56
2023 Q2	$884K	Buy	6,224 +600	+11%	+$85.3K	0.17%	59
2023 Q1	$777K	Hold	5,624	–	–	0.16%	59
2022 Q4	$789K	Hold	5,624	–	–	0.17%	60
2022 Q3	$694K	Hold	5,624	–	–	0.16%	59
2022 Q2	$742K	Sell	5,624 -35	-0.6%	-$4.62K	0.16%	58
2022 Q1	$836K	Hold	5,659	–	–	0.17%	50
2021 Q4	$833K	Hold	5,659	–	–	0.18%	52
2021 Q3	$766K	Buy	5,659 +35	+0.6%	+$4.74K	0.18%	50
2021 Q2	$773K	Buy	5,624 +3	+0.1%	+$412	0.19%	48
2021 Q1	$739K	Sell	5,621 -68	-1%	-$8.94K	0.2%	47
2020 Q4	$677K	Buy	5,689 +76	+1%	+$9.04K	0.19%	43
2020 Q3	$587K	Sell	5,613 -197	-3%	-$20.6K	0.2%	42
2020 Q2	$579K	Buy	5,810 +205	+4%	+$20.4K	0.23%	40
2020 Q1	$499K	Buy	5,605 +6	+0.1%	+$534	0.25%	39
2019 Q4	$671K	Buy	5,599 +4	+0.1%	+$479	0.23%	38
2019 Q3	$624K	Buy	5,595 +7	+0.1%	+$781	0.27%	36
2019 Q2	$620K	Buy	5,588 +4	+0.1%	+$444	0.27%	37
2019 Q1	$601K	Hold	5,584	–	–	0.27%	36
2018 Q4	$547K	Buy	5,584 +8	+0.1%	+$784	0.27%	35
2018 Q3	$617K	Hold	5,576	–	–	0.26%	36
2018 Q2	$579K	Buy	5,576 +4	+0.1%	+$415	0.27%	35
2018 Q1	$575K	Buy	5,572 +3	+0.1%	+$310	0.28%	37
2017 Q4	$592K	Buy	5,569 +4	+0.1%	+$425	0.29%	34
2017 Q3	$556K	Buy	5,565 +3	+0.1%	+$300	0.28%	33
2017 Q2	$537K	Buy	5,562 +4	+0.1%	+$386	0.29%	34
2017 Q1	$530K	Buy	5,558 +3	+0.1%	+$286	0.3%	35
2016 Q4	$517K	Buy	5,555 +4	+0.1%	+$372	0.33%	33
2016 Q3	$483K	Buy	5,551 +3	+0.1%	+$261	0.31%	34
2016 Q2	$471K	Buy	5,548 +4	+0.1%	+$340	0.31%	34
2016 Q1	$457K	Buy	5,544 +3	+0.1%	+$247	0.32%	35
2015 Q4	$452K	Buy	5,541 +541	+11%	+$44.1K	0.33%	34
2015 Q3	$384K	Hold	5,000	–	–	0.3%	36
2015 Q2	$417K	Hold	5,000	–	–	0.31%	34
2015 Q1	$419K	Hold	5,000	–	–	0.34%	34
2014 Q4	$422K	Buy	+5,000	New	+$422K	0.39%	33