MWM
Maripau Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
7,266
-1,445
| -17% | -$255K | 0.65% | 42 |
|
|
2025
Q1 | $1.5M | Sell |
8,711
-1,463
| -14% | -$253K | 0.86% | 32 |
|
|
2024
Q4 | $1.72M | Sell |
10,174
-1,615
| -14% | -$273K | 1.02% | 27 |
|
|
2024
Q3 | $2.06M | Sell |
11,789
-1,434
| -11% | -$250K | 1.78% | 19 |
|
|
2024
Q2 | $2.13M | Sell |
13,223
-551
| -4% | -$88.9K | 1.46% | 15 |
|
|
2024
Q1 | $2.24M | Sell |
13,774
-665
| -5% | -$108K | 1.68% | 13 |
|
|
2023
Q4 | $2.16M | Sell |
14,439
-41
| -0.3% | -$6.13K | 1.88% | 12 |
|
|
2023
Q3 | $2M | Sell |
14,480
-541
| -4% | -$74.6K | 1.84% | 14 |
|
|
2023
Q2 | $2.13M | Sell |
15,021
-624
| -4% | -$88.7K | 1.9% | 16 |
|
|
2023
Q1 | $2.16M | Buy |
15,645
+485
| +3% | +$67K | 2.25% | 14 |
|
|
2022
Q4 | $2.12M | Buy |
15,160
+1,554
| +11% | +$218K | 2.21% | 13 |
|
|
2022
Q3 | $1.88M | Buy |
13,606
+1,994
| +17% | +$275K | 2.03% | 13 |
|
|
2022
Q2 | $1.6M | Sell |
11,612
-500
| -4% | -$69.1K | 1.73% | 15 |
|
|
2022
Q1 | $1.77M | Buy |
12,112
+153
| +1% | +$22.3K | 1.59% | 15 |
|
|
2021
Q4 | $1.76M | Buy |
+11,959
| New | +$1.76M | 1.66% | 15 |
|