Laurel Wealth 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 | $214K | Hold |
1,210
| – | – | 0.12% | 54 |
|
|
2025
Q1 | $209K | Hold |
1,210
| – | – | 0.14% | 56 |
|
|
2024
Q4 | $205K | Hold |
1,210
| – | – | 0.13% | 53 |
|
|
2024
Q3 | $211K | Buy |
+1,210
| New | +$211K | 0.14% | 54 |
|
|
2023
Q1 | – | Sell |
-1,210
| Closed | -$170K | – | 205 |
|
|
2022
Q4 | $170K | Hold |
1,210
| – | – | 0.11% | 63 |
|
|
2022
Q3 | $149K | Hold |
1,210
| – | – | 0.11% | 64 |
|
|
2022
Q2 | $160K | Hold |
1,210
| – | – | 0.11% | 68 |
|
|
2022
Q1 | $179K | Hold |
1,210
| – | – | 0.12% | 72 |
|
|
2021
Q4 | $178K | Hold |
1,210
| – | – | 0.13% | 66 |
|
|
2021
Q3 | $164K | Buy |
+1,210
| New | +$164K | 0.13% | 62 |
|