Life Planning Partners’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 | $658K | Buy |
3,724
+331
| +10% | +$58.5K | 0.52% | 39 |
|
|
2025
Q1 | $586K | Sell |
3,393
-49
| -1% | -$8.46K | 0.53% | 37 |
|
|
2024
Q4 | $583K | Hold |
3,442
| – | – | 0.54% | 37 |
|
|
2024
Q3 | $601K | Sell |
3,442
-121
| -3% | -$21.1K | 0.54% | 37 |
|
|
2024
Q2 | $572K | Sell |
3,563
-113
| -3% | -$18.1K | 0.52% | 39 |
|
|
2024
Q1 | $599K | Sell |
3,676
-507
| -12% | -$82.6K | 0.6% | 35 |
|
|
2023
Q4 | $625K | Buy |
+4,183
| New | +$625K | 0.62% | 34 |
|
|
2022
Q3 | $453K | Buy |
3,667
+550
| +18% | +$67.9K | 0.52% | 36 |
|
|
2022
Q2 | $411K | Buy |
3,117
+366
| +13% | +$48.3K | 0.46% | 37 |
|
|
2022
Q1 | $406K | Buy |
2,751
+1,458
| +113% | +$215K | 0.41% | 38 |
|
|
2021
Q4 | $190K | Buy |
+1,293
| New | +$190K | 0.19% | 46 |
|