Long Island Wealth Management’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 | $4.96M | Buy |
28,041
+344
| +1% | +$60.8K | 2.57% | 12 |
|
|
2025
Q1 | $4.78M | Buy |
27,697
+13
| +0% | +$2.25K | 2.91% | 10 |
|
|
2024
Q4 | $4.69M | Buy |
27,684
+80
| +0.3% | +$13.5K | 2.93% | 11 |
|
|
2024
Q3 | $4.82M | Buy |
27,604
+775
| +3% | +$135K | 3.16% | 7 |
|
|
2024
Q2 | $4.3M | Buy |
26,829
+249
| +0.9% | +$39.9K | 3.04% | 9 |
|
|
2024
Q1 | $4.33M | Buy |
26,580
+1
| +0% | +$163 | 3.06% | 7 |
|
|
2023
Q4 | $3.97M | Buy |
+26,579
| New | +$3.97M | 2.83% | 8 |
|