Leading Edge Financial 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 | $512K | Sell |
2,897
-236
| -8% | -$41.7K | 0.14% | 35 |
|
|
2025
Q1 | $541K | Buy |
3,133
+93
| +3% | +$16.1K | 0.17% | 32 |
|
|
2024
Q4 | $515K | Sell |
3,040
-14
| -0.5% | -$2.37K | 0.17% | 35 |
|
|
2024
Q3 | $533K | Sell |
3,054
-72
| -2% | -$12.6K | 0.18% | 34 |
|
|
2024
Q2 | $501K | Sell |
3,126
-22
| -0.7% | -$3.53K | 0.2% | 32 |
|
|
2024
Q1 | $513K | Sell |
3,148
-43
| -1% | -$7K | 0.23% | 29 |
|
|
2023
Q4 | $477K | Buy |
3,191
+460
| +17% | +$68.8K | 0.25% | 31 |
|
|
2023
Q3 | $377K | Buy |
+2,731
| New | +$377K | 0.24% | 42 |
|