Lauer 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
Q1 | – | Sell |
-2,276
| Closed | -$385K | – | 56 |
|
|
2024
Q4 | $385K | Hold |
2,276
| – | – | 0.26% | 27 |
|
|
2024
Q3 | $399K | Hold |
2,276
| – | – | 0.31% | 24 |
|
|
2024
Q2 | $372K | Sell |
2,276
-3
| -0.1% | -$490 | 0.29% | 26 |
|
|
2024
Q1 | $361K | Hold |
2,279
| – | – | 0.31% | 32 |
|
|
2023
Q4 | $341K | Hold |
2,279
| – | – | 0.32% | 33 |
|
|
2023
Q3 | $316K | Hold |
2,279
| – | – | 0.34% | 28 |
|
|
2023
Q2 | $333K | Hold |
2,279
| – | – | 0.34% | 34 |
|
|
2023
Q1 | $320K | Buy |
+2,279
| New | +$320K | 0.4% | 34 |
|