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