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Legacy Wealth Management (Idaho)’s Vanguard Value ETF VTV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$120K Sell
678
-285
-30% -$50.4K 0.06% 98
2025
Q1 		$166K Buy
963
+815
+551% +$141K 0.12% 76
2024
Q4 		$26.1K Sell
148
-105
-42% -$18.5K 0.02% 182
2024
Q3 		$45K Buy
+253
New +$45K 0.03% 125