JDM Financial Group’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 | $289K | Hold |
1,635
| – | – | 0.14% | 47 |
|
|
2025
Q1 | $282K | Sell |
1,635
-14
| -0.8% | -$2.42K | 0.14% | 45 |
|
|
2024
Q4 | $279K | Buy |
1,649
+340
| +26% | +$57.6K | 0.15% | 44 |
|
|
2024
Q3 | $228K | Sell |
1,309
-101
| -7% | -$17.6K | 0.12% | 47 |
|
|
2024
Q2 | $226K | Hold |
1,410
| – | – | 0.15% | 46 |
|
|
2024
Q1 | $230K | Sell |
1,410
-120
| -8% | -$19.5K | 0.17% | 40 |
|
|
2023
Q4 | $229K | Sell |
1,530
-349
| -19% | -$52.2K | 0.19% | 35 |
|
|
2023
Q3 | $259K | Buy |
1,879
+2
| +0.1% | +$276 | 0.24% | 31 |
|
|
2023
Q2 | $267K | Buy |
1,877
+3
| +0.2% | +$426 | 0.23% | 32 |
|
|
2023
Q1 | $259K | Buy |
1,874
+3
| +0.2% | +$414 | 0.24% | 31 |
|
|
2022
Q4 | $263K | Buy |
+1,871
| New | +$263K | 0.25% | 27 |
|