Legacy Financial Advisors’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
Sell
-4,521
Closed -$624K 310
2023
Q3
$624K Buy
4,521
+1,888
+72% +$260K 0.12% 108
2023
Q2
$374K Sell
2,633
-1,212
-32% -$172K 0.07% 174
2023
Q1
$531K Buy
+3,845
New +$531K 0.11% 118