LPWM LLC’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 | $5.58M | Buy |
31,565
+1,333
| +4% | +$236K | 1.63% | 12 |
|
|
2025
Q1 | $5.22M | Sell |
30,232
-143
| -0.5% | -$24.7K | 1.68% | 13 |
|
|
2024
Q4 | $5.14M | Sell |
30,375
-476
| -2% | -$80.6K | 1.65% | 14 |
|
|
2024
Q3 | $5.35M | Sell |
30,851
-8
| -0% | -$1.39K | 1.75% | 13 |
|
|
2024
Q2 | $4.95M | Buy |
30,859
+88
| +0.3% | +$14.1K | 1.71% | 13 |
|
|
2024
Q1 | $4.89M | Buy |
30,771
+576
| +2% | +$91.5K | 1.79% | 12 |
|
|
2023
Q4 | $4.52M | Buy |
30,195
+1,013
| +3% | +$152K | 1.79% | 12 |
|
|
2023
Q3 | $3.99M | Buy |
29,182
+2,632
| +10% | +$360K | 1.79% | 11 |
|
|
2023
Q2 | $3.79M | Buy |
26,550
+2,737
| +11% | +$390K | 1.67% | 12 |
|
|
2023
Q1 | $3.29M | Buy |
23,813
+1,603
| +7% | +$221K | 1.58% | 12 |
|
|
2022
Q4 | $3.18M | Buy |
22,210
+167
| +0.8% | +$23.9K | 1.71% | 11 |
|
|
2022
Q3 | $2.72M | Sell |
22,043
-519
| -2% | -$64.1K | 1.62% | 12 |
|
|
2022
Q2 | $3M | Buy |
22,562
+1,291
| +6% | +$172K | 1.67% | 11 |
|
|
2022
Q1 | $3.16M | Buy |
21,271
+69
| +0.3% | +$10.2K | 1.57% | 10 |
|
|
2021
Q4 | $3.12M | Buy |
21,202
+877
| +4% | +$129K | 1.65% | 8 |
|
|
2021
Q3 | $2.78M | Buy |
20,325
+556
| +3% | +$76.2K | 1.65% | 8 |
|
|
2021
Q2 | $2.74M | Buy |
19,769
+1,862
| +10% | +$258K | 1.64% | 8 |
|
|
2021
Q1 | $2.37M | Buy |
17,907
+1,027
| +6% | +$136K | 1.59% | 10 |
|
|
2020
Q4 | $2.01M | Buy |
16,880
+1,692
| +11% | +$201K | 1.5% | 11 |
|
|
2020
Q3 | $1.59M | Buy |
15,188
+196
| +1% | +$20.5K | 1.29% | 14 |
|
|
2020
Q2 | $1.49M | Buy |
14,992
+8,055
| +116% | +$802K | 1.36% | 14 |
|
|
2020
Q1 | $618K | Buy |
+6,937
| New | +$618K | 0.67% | 21 |
|