Keener Financial Planning’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 | $1.03M | Buy |
5,812
+1,421
| +32% | +$251K | 0.51% | 14 |
|
|
2025
Q1 | $758K | Sell |
4,391
-920
| -17% | -$159K | 0.49% | 14 |
|
|
2024
Q4 | $899K | Sell |
5,311
-54
| -1% | -$9.14K | 0.53% | 14 |
|
|
2024
Q3 | $936K | Sell |
5,365
-310
| -5% | -$54.1K | 0.61% | 13 |
|
|
2024
Q2 | $910K | Sell |
5,675
-159
| -3% | -$25.5K | 0.59% | 14 |
|
|
2024
Q1 | $951K | Buy |
5,834
+153
| +3% | +$24.9K | 0.65% | 11 |
|
|
2023
Q4 | $849K | Buy |
+5,681
| New | +$849K | 0.66% | 14 |
|