Kerntke Otto McGlone Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$28K | – | 123 |
|
|
2022
Q4 | $28K | Buy |
+200
| New | +$28K | 0.03% | 84 |
|
|
2021
Q3 | – | Sell |
-2,510
| Closed | -$345K | – | 129 |
|
|
2021
Q2 | $345K | Buy |
2,510
+576
| +30% | +$79.2K | 0.14% | 100 |
|
|
2021
Q1 | $254K | Buy |
1,934
+57
| +3% | +$7.49K | 0.13% | 109 |
|
|
2020
Q4 | $223K | Buy |
+1,877
| New | +$223K | 0.13% | 108 |
|