Legend 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Buy |
+175
| New | +$30.9K | 0.02% | 74 |
|
|
2025
Q1 | – | Sell |
-184
| Closed | -$31.2K | – | 247 |
|
|
2024
Q4 | $31.2K | Buy |
184
+9
| +5% | +$1.52K | 0.02% | 67 |
|
|
2024
Q3 | $30.6K | Sell |
175
-9
| -5% | -$1.57K | 0.02% | 63 |
|
|
2024
Q2 | $29.5K | Buy |
184
+9
| +5% | +$1.44K | 0.02% | 82 |
|
|
2024
Q1 | $28.5K | Hold |
175
| – | – | 0.02% | 75 |
|
|
2023
Q4 | $26.2K | Hold |
175
| – | – | 0.02% | 75 |
|
|
2023
Q3 | $24.1K | Hold |
175
| – | – | 0.02% | 87 |
|
|
2023
Q2 | $24.9K | Hold |
175
| – | – | 0.02% | 88 |
|
|
2023
Q1 | $24.2K | Sell |
175
-1
| -0.6% | -$138 | 0.02% | 92 |
|
|
2022
Q4 | $24.6K | Hold |
176
| – | – | 0.02% | 102 |
|
|
2022
Q3 | $21.6K | Buy |
+176
| New | +$21.6K | 0.02% | 95 |
|