Lane & Associates’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
Q1 | $1.9M | Buy |
10,971
+1,361
| +14% | +$235K | 1.02% | 28 |
|
2024
Q4 | $1.7M | Buy |
9,610
+981
| +11% | +$173K | 0.88% | 29 |
|
2024
Q3 | $1.51M | Buy |
8,629
+133
| +2% | +$23.2K | 0.82% | 33 |
|
2024
Q2 | $1.36M | Buy |
8,496
+269
| +3% | +$43.2K | 0.8% | 33 |
|
2024
Q1 | $1.34M | Buy |
8,227
+274
| +3% | +$44.6K | 0.84% | 28 |
|
2023
Q4 | $1.19M | Sell |
7,953
-472
| -6% | -$70.6K | 0.87% | 28 |
|
2023
Q3 | $1.16M | Buy |
8,425
+235
| +3% | +$32.4K | 0.93% | 26 |
|
2023
Q2 | $1.16M | Buy |
8,190
+245
| +3% | +$34.8K | 0.93% | 28 |
|
2023
Q1 | $1.1M | Sell |
7,945
-3,367
| -30% | -$465K | 0.98% | 27 |
|
2022
Q4 | $1.59M | Buy |
+11,312
| New | +$1.59M | 1.5% | 16 |
|