Keyvantage Wealth’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
$3.68M Sell
20,846
-1,356
-6% -$240K 1.65% 21
2025
Q1
$3.84M Sell
22,202
-17,835
-45% -$3.08M 1.87% 17
2024
Q4
$6.78M Buy
+40,037
New +$6.78M 4.85% 4