Keeler & Nadler Financial Planning & Wealth Management’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 | $10.2M | Buy |
57,882
+2,172
| +4% | +$384K | 4.09% | 8 |
|
|
2025
Q1 | $9.52M | Sell |
55,710
-126
| -0.2% | -$21.5K | 4.29% | 8 |
|
|
2024
Q4 | $9.45M | Sell |
55,836
-321
| -0.6% | -$54.3K | 4.43% | 8 |
|
|
2024
Q3 | $9.8M | Sell |
56,157
-322
| -0.6% | -$56.2K | 4.78% | 8 |
|
|
2024
Q2 | $9.06M | Buy |
56,479
+1,022
| +2% | +$164K | 4.98% | 8 |
|
|
2024
Q1 | $9.03M | Buy |
55,457
+330
| +0.6% | +$53.7K | 5.42% | 7 |
|
|
2023
Q4 | $8.24M | Buy |
+55,127
| New | +$8.24M | 5.96% | 5 |
|
|
2022
Q4 | $7.37M | Buy |
+52,506
| New | +$7.37M | 6.68% | 6 |
|
|
2021
Q4 | $4.12M | Buy |
+28,023
| New | +$4.12M | 3.8% | 9 |
|