Lehman & Derafelo Financial Resources’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-519
| Closed | -$64K | – | 198 |
|
|
2022
Q3 | $64K | Hold |
519
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $68K | Buy |
+519
| New | +$68K | 0.02% | 119 |
|
|
2021
Q4 | – | Sell |
-249
| Closed | -$34K | – | 188 |
|
|
2021
Q3 | $34K | Hold |
249
| – | – | 0.01% | 140 |
|
|
2021
Q2 | $34K | Sell |
249
-265
| -52% | -$36.2K | 0.01% | 161 |
|
|
2021
Q1 | $68K | Hold |
514
| – | – | 0.02% | 142 |
|
|
2020
Q4 | $61K | Hold |
514
| – | – | 0.02% | 141 |
|
|
2020
Q3 | $54K | Hold |
514
| – | – | 0.02% | 132 |
|
|
2020
Q2 | $51K | Hold |
514
| – | – | 0.02% | 123 |
|
|
2020
Q1 | $46K | Buy |
514
+249
| +94% | +$22.3K | 0.02% | 115 |
|
|
2019
Q4 | $32K | Buy |
+265
| New | +$32K | 0.01% | 147 |
|