LGT 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 | $111K | Hold |
628
| – | – | 0.28% | 65 |
|
|
2025
Q1 | $108K | Hold |
628
| – | – | 0.33% | 67 |
|
|
2024
Q4 | $106K | Buy |
628
+108
| +21% | +$18.3K | 0.24% | 80 |
|
|
2024
Q3 | $90.7K | Buy |
520
+6
| +1% | +$1.05K | 0.22% | 79 |
|
|
2024
Q2 | $82.4K | Hold |
514
| – | – | 0.17% | 101 |
|
|
2024
Q1 | $83.7K | Buy |
514
+3
| +0.6% | +$488 | 0.1% | 190 |
|
|
2023
Q4 | $76.3K | Buy |
511
+4
| +0.8% | +$597 | 0.09% | 182 |
|
|
2023
Q3 | $69.9K | Buy |
507
+3
| +0.6% | +$414 | 0.09% | 191 |
|
|
2023
Q2 | $71.6K | Buy |
504
+3
| +0.6% | +$426 | 0.08% | 146 |
|
|
2023
Q1 | $69.1K | Buy |
501
+4
| +0.8% | +$552 | 0.13% | 86 |
|
|
2022
Q4 | $69.8K | Buy |
+497
| New | +$69.8K | 0.08% | 127 |
|