M3 Advisory Group’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 | $770K | Buy |
4,357
+979
| +29% | +$173K | 0.53% | 39 |
|
|
2025
Q1 | $584K | Buy |
3,378
+846
| +33% | +$146K | 0.46% | 45 |
|
|
2024
Q4 | $429K | Sell |
2,532
-282
| -10% | -$47.7K | 0.31% | 70 |
|
|
2024
Q3 | $491K | Buy |
2,814
+99
| +4% | +$17.3K | 0.36% | 65 |
|
|
2024
Q2 | $436K | Buy |
2,715
+1,315
| +94% | +$211K | 0.36% | 65 |
|
|
2024
Q1 | $228K | Buy |
+1,400
| New | +$228K | 0.21% | 111 |
|