JWM
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JP Wealth Management’s Vanguard Value ETF VTV Stock Holding History

JP Wealth Management’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 		$689K Hold
3,900
– – 0.52% 10
2025
Q1 		$674K Hold
3,900
– – 0.54% 10
2024
Q4 		$660K Buy
+3,900
New +$660K 0.48% 12