MWS
Maxwell Wealth Strategies’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.73M | Hold |
10,247
| – | – | 0.71% | 43 |
|
|
2024
Q3 | $1.78M | Sell |
10,247
-341
| -3% | -$59.2K | 0.76% | 46 |
|
|
2024
Q2 | $1.7M | Hold |
10,588
| – | – | 0.83% | 41 |
|
|
2024
Q1 | $1.68M | Buy |
10,588
+373
| +4% | +$59.2K | 0.85% | 42 |
|
|
2023
Q4 | $1.53M | Buy |
+10,215
| New | +$1.53M | 1% | 38 |
|