MB Generational Wealth’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
Q1 | $999K | Hold |
5,781
| – | – | 0.75% | 22 |
|
|
2024
Q4 | $979K | Hold |
5,781
| – | – | 0.72% | 23 |
|
|
2024
Q3 | $1.01M | Hold |
5,781
| – | – | 0.73% | 20 |
|
|
2024
Q2 | $927K | Buy |
5,781
+2,390
| +70% | +$383K | 0.72% | 20 |
|
|
2024
Q1 | $941K | Sell |
3,391
-2,390
| -41% | -$664K | 0.74% | 20 |
|
|
2023
Q4 | $864K | Buy |
+5,781
| New | +$864K | 0.81% | 20 |
|