Marshall & Sterling 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
$164K Buy
928
+2
+0.2% +$353 0.11% 91
2025
Q1
$160K Buy
926
+5
+0.5% +$864 0.11% 94
2024
Q4
$156K Buy
+921
New +$156K 0.11% 90