LifePlan Investment 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 | $4.65M | Buy |
26,300
+4,535
| +21% | +$802K | 2.31% | 12 |
|
|
2025
Q1 | $3.76M | Buy |
21,765
+2,023
| +10% | +$349K | 2.16% | 16 |
|
|
2024
Q4 | $3.34M | Buy |
19,742
+1,308
| +7% | +$221K | 2.07% | 18 |
|
|
2024
Q3 | $3.22M | Buy |
18,434
+3,268
| +22% | +$570K | 2.06% | 18 |
|
|
2024
Q2 | $2.43M | Buy |
15,166
+3,437
| +29% | +$551K | 1.75% | 24 |
|
|
2024
Q1 | $1.91M | Buy |
11,729
+6,357
| +118% | +$1.04M | 1.52% | 24 |
|
|
2023
Q4 | $803K | Buy |
5,372
+3,073
| +134% | +$459K | 0.73% | 33 |
|
|
2023
Q3 | $317K | Buy |
2,299
+676
| +42% | +$93.2K | 0.34% | 49 |
|
|
2023
Q2 | $231K | Buy |
+1,623
| New | +$231K | 0.26% | 51 |
|