Martel 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 | $6.1M | Buy |
34,540
+27
| +0.1% | +$4.77K | 1.13% | 14 |
|
|
2025
Q1 | $5.96M | Sell |
34,513
-290
| -0.8% | -$50.1K | 1.19% | 13 |
|
|
2024
Q4 | $5.89M | Sell |
34,803
-2,320
| -6% | -$393K | 1.15% | 15 |
|
|
2024
Q3 | $6.48M | Sell |
37,123
-1,011
| -3% | -$177K | 1.33% | 14 |
|
|
2024
Q2 | $6.12M | Buy |
38,134
+321
| +0.8% | +$51.5K | 1.31% | 13 |
|
|
2024
Q1 | $6.16M | Sell |
37,813
-709
| -2% | -$115K | 1.34% | 13 |
|
|
2023
Q4 | $5.76M | Buy |
38,522
+411
| +1% | +$61.4K | 1.31% | 14 |
|
|
2023
Q3 | $5.26M | Sell |
38,111
-1,347
| -3% | -$186K | 1.31% | 14 |
|
|
2023
Q2 | $5.61M | Sell |
39,458
-2,866
| -7% | -$407K | 1.36% | 14 |
|
|
2023
Q1 | $5.85M | Buy |
42,324
+2,055
| +5% | +$284K | 1.49% | 11 |
|
|
2022
Q4 | $5.65M | Buy |
40,269
+1,356
| +3% | +$190K | 1.53% | 12 |
|
|
2022
Q3 | $4.8M | Buy |
38,913
+9
| +0% | +$1.11K | 1.38% | 14 |
|
|
2022
Q2 | $5.13M | Buy |
38,904
+1,996
| +5% | +$263K | 1.4% | 10 |
|
|
2022
Q1 | $5.45M | Sell |
36,908
-671
| -2% | -$99.2K | 1.33% | 11 |
|
|
2021
Q4 | $5.53M | Buy |
37,579
+392
| +1% | +$57.7K | 1.31% | 11 |
|
|
2021
Q3 | $5.03M | Sell |
37,187
-27
| -0.1% | -$3.66K | 1.27% | 12 |
|
|
2021
Q2 | $5.12M | Buy |
37,214
+1,190
| +3% | +$164K | 1.29% | 11 |
|
|
2021
Q1 | $4.74M | Buy |
36,024
+871
| +2% | +$115K | 1.31% | 12 |
|
|
2020
Q4 | $4.18M | Sell |
35,153
-189
| -0.5% | -$22.5K | 1.21% | 13 |
|
|
2020
Q3 | $3.69M | Sell |
35,342
-68
| -0.2% | -$7.11K | 1.2% | 13 |
|
|
2020
Q2 | $3.53M | Buy |
35,410
+329
| +0.9% | +$32.8K | 1.22% | 13 |
|
|
2020
Q1 | $3.12M | Sell |
35,081
-1,141
| -3% | -$102K | 1.22% | 13 |
|
|
2019
Q4 | $4.34M | Buy |
36,222
+80
| +0.2% | +$9.59K | 1.49% | 11 |
|
|
2019
Q3 | $4.03M | Sell |
36,142
-1,000
| -3% | -$112K | 1.46% | 11 |
|
|
2019
Q2 | $4.12M | Buy |
37,142
+55
| +0.1% | +$6.1K | 1.5% | 11 |
|
|
2019
Q1 | $3.99M | Buy |
37,087
+661
| +2% | +$71.1K | 1.5% | 11 |
|
|
2018
Q4 | $3.57M | Sell |
36,426
-3,342
| -8% | -$327K | 1.47% | 12 |
|
|
2018
Q3 | $4.4M | Buy |
+39,768
| New | +$4.4M | 1.68% | 11 |
|