LWM
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Level Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Level Wealth Management’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 		$646K Hold
3,656
– – 0.38% 25
2025
Q1 		$632K Hold
3,656
– – 0.41% 23
2024
Q4 		$619K Buy
+3,656
New +$619K 0.44% 25