Lowe Wealth 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 | $139K | Hold |
789
| – | – | 0.05% | 73 |
|
2025
Q1 | $136K | Hold |
789
| – | – | 0.06% | 68 |
|
2024
Q4 | $134K | Buy |
789
+377
| +92% | +$63.8K | 0.06% | 67 |
|
2024
Q3 | $71.9K | Hold |
412
| – | – | 0.03% | 100 |
|
2024
Q2 | $66.1K | Hold |
412
| – | – | 0.03% | 103 |
|
2024
Q1 | $67.1K | Hold |
412
| – | – | 0.03% | 97 |
|
2023
Q4 | $61.6K | Hold |
412
| – | – | 0.03% | 100 |
|
2023
Q3 | $56.8K | Hold |
412
| – | – | 0.03% | 97 |
|
2023
Q2 | $58.5K | Hold |
412
| – | – | 0.03% | 102 |
|
2023
Q1 | $56.9K | Hold |
412
| – | – | 0.03% | 95 |
|
2022
Q4 | $57.8K | Hold |
412
| – | – | 0.03% | 98 |
|
2022
Q3 | $51K | Hold |
412
| – | – | 0.03% | 92 |
|
2022
Q2 | $54K | Hold |
412
| – | – | 0.03% | 87 |
|
2022
Q1 | $61K | Hold |
412
| – | – | 0.03% | 91 |
|
2021
Q4 | $61K | Hold |
412
| – | – | 0.03% | 91 |
|
2021
Q3 | $56K | Hold |
412
| – | – | 0.03% | 89 |
|
2021
Q2 | $57K | Hold |
412
| – | – | 0.03% | 86 |
|
2021
Q1 | $54K | Hold |
412
| – | – | 0.03% | 81 |
|
2020
Q4 | $49K | Hold |
412
| – | – | 0.02% | 87 |
|
2020
Q3 | $43K | Buy |
412
+333
| +422% | +$34.8K | 0.02% | 84 |
|
2020
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 171 |
|
2020
Q1 | $7K | Hold |
79
| – | – | ﹤0.01% | 176 |
|
2019
Q4 | $9K | Hold |
79
| – | – | 0.01% | 176 |
|
2019
Q3 | $9K | Hold |
79
| – | – | 0.01% | 166 |
|
2019
Q2 | $9K | Hold |
79
| – | – | 0.01% | 177 |
|
2019
Q1 | $8K | Hold |
79
| – | – | ﹤0.01% | 161 |
|
2018
Q4 | $8K | Buy |
+79
| New | +$8K | 0.01% | 154 |
|
2015
Q4 | – | Sell |
-1,250
| Closed | -$96K | – | 252 |
|
2015
Q3 | $96K | Buy |
+1,250
| New | +$96K | 0.07% | 38 |
|