Ledge Wealth Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $30.2M | Buy |
202,188
+2,778
| +1% | +$415K | 11.75% | 1 |
|
|
2023
Q3 | $27.5M | Buy |
199,410
+6,175
| +3% | +$852K | 12.34% | 1 |
|
|
2023
Q2 | $27.5M | Buy |
193,235
+1,431
| +0.7% | +$203K | 13.12% | 1 |
|
|
2023
Q1 | $26.5M | Buy |
191,804
+64,733
| +51% | +$8.94M | 12.56% | 1 |
|
|
2022
Q4 | $17.8M | Buy |
127,071
+7,673
| +6% | +$1.08M | 8.14% | 2 |
|
|
2022
Q3 | $14.7M | Buy |
119,398
+7,133
| +6% | +$881K | 9.03% | 2 |
|
|
2022
Q2 | $14.8M | Buy |
112,265
+9,287
| +9% | +$1.22M | 9.1% | 2 |
|
|
2022
Q1 | $15.2M | Buy |
+102,978
| New | +$15.2M | 9.46% | 1 |
|