LM 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 | $3.04M | Sell |
17,194
-38
| -0.2% | -$6.72K | 0.39% | 41 |
|
|
2025
Q1 | $2.98M | Sell |
17,232
-70
| -0.4% | -$12.1K | 0.54% | 37 |
|
|
2024
Q4 | $2.93M | Buy |
17,302
+3,816
| +28% | +$646K | 0.52% | 38 |
|
|
2024
Q3 | $2.12M | Sell |
13,486
-3,687
| -21% | -$580K | 0.43% | 46 |
|
|
2024
Q2 | $2.54M | Buy |
17,173
+64
| +0.4% | +$9.47K | ﹤0.01% | 59 |
|
|
2024
Q1 | $2.57M | Sell |
17,109
-3,016
| -15% | -$453K | 0.41% | 49 |
|
|
2023
Q4 | $3.01M | Buy |
+20,125
| New | +$3.01M | 0.61% | 34 |
|