MFA
McClarren Financial Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
9,939
+453
| +5% | +$80.1K | 1.14% | 18 |
|
|
2025
Q1 | $1.7M | Buy |
+9,486
| New | +$1.7M | 1.13% | 17 |
|
|
2024
Q4 | – | Sell |
-9,744
| Closed | -$3.86K | – | 318 |
|
|
2024
Q3 | $3.86K | Buy |
9,744
+4,130
| +74% | +$1.64K | 0.49% | 22 |
|
|
2024
Q2 | $1.61M | Sell |
5,614
-4,584
| -45% | -$1.31M | 1.12% | 17 |
|
|
2024
Q1 | $1.66M | Sell |
10,198
-226
| -2% | -$36.8K | 1.19% | 16 |
|
|
2023
Q4 | $1.56M | Buy |
10,424
+45
| +0.4% | +$6.73K | 1.19% | 16 |
|
|
2023
Q3 | $1.43M | Buy |
10,379
+103
| +1% | +$14.2K | 1.24% | 15 |
|
|
2023
Q2 | $1.46M | Sell |
10,276
-157
| -2% | -$22.3K | 1.21% | 17 |
|
|
2023
Q1 | $1.42M | Buy |
10,433
+247
| +2% | +$33.7K | 1.29% | 16 |
|
|
2022
Q4 | $1.43M | Buy |
10,186
+475
| +5% | +$66.6K | 1.36% | 15 |
|
|
2022
Q3 | $1.2M | Buy |
+9,711
| New | +$1.2M | 1.2% | 16 |
|
|
2022
Q2 | – | Sell |
-8,337
| Closed | -$1.23M | – | 283 |
|
|
2022
Q1 | $1.23M | Buy |
8,337
+329
| +4% | +$48.5K | 0.89% | 19 |
|
|
2021
Q4 | $1.18M | Buy |
8,008
+235
| +3% | +$34.5K | 0.8% | 21 |
|
|
2021
Q3 | $1.05M | Buy |
7,773
+3,022
| +64% | +$409K | 0.82% | 20 |
|
|
2021
Q2 | $652K | Buy |
4,751
+3,113
| +190% | +$427K | 0.53% | 26 |
|
|
2021
Q1 | $216K | Buy |
1,638
+8
| +0.5% | +$1.06K | 0.19% | 46 |
|
|
2020
Q4 | $192K | Buy |
+1,630
| New | +$192K | 0.18% | 47 |
|