Longview 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 | $911K | Sell |
5,155
-963
| -16% | -$170K | 0.77% | 24 |
|
|
2025
Q1 | $1.06M | Sell |
6,118
-781
| -11% | -$135K | 0.91% | 21 |
|
|
2024
Q4 | $1.17M | Sell |
6,899
-69
| -1% | -$11.7K | 0.92% | 20 |
|
|
2024
Q3 | $1.22M | Buy |
6,968
+1
| +0% | +$175 | 0.89% | 21 |
|
|
2024
Q2 | $1.12M | Buy |
6,967
+47
| +0.7% | +$7.54K | 0.85% | 21 |
|
|
2024
Q1 | $1.13M | Sell |
6,920
-714
| -9% | -$116K | 0.85% | 20 |
|
|
2023
Q4 | $1.14M | Buy |
+7,634
| New | +$1.14M | 0.92% | 19 |
|