Meridian Wealth Partners’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 | $357K | Buy |
2,019
+114
| +6% | +$20.1K | 0.05% | 86 |
|
|
2025
Q1 | $329K | Sell |
1,905
-382
| -17% | -$66K | 0.05% | 79 |
|
|
2024
Q4 | $387K | Buy |
2,287
+622
| +37% | +$105K | 0.06% | 73 |
|
|
2024
Q3 | $291K | Buy |
1,665
+158
| +10% | +$27.6K | 0.05% | 84 |
|
|
2024
Q2 | $242K | Buy |
1,507
+128
| +9% | +$20.5K | 0.04% | 93 |
|
|
2024
Q1 | $225K | Hold |
1,379
| – | – | 0.04% | 93 |
|
|
2023
Q4 | $206K | Buy |
+1,379
| New | +$206K | 0.04% | 98 |
|
|
2021
Q2 | – | Sell |
-692
| Closed | -$91K | – | 1235 |
|
|
2021
Q1 | $91K | Buy |
692
+47
| +7% | +$6.18K | 0.03% | 119 |
|
|
2020
Q4 | $77K | Buy |
645
+8
| +1% | +$955 | 0.03% | 113 |
|
|
2020
Q3 | $67K | Sell |
637
-156
| -20% | -$16.4K | 0.03% | 109 |
|
|
2020
Q2 | $79K | Sell |
793
-125
| -14% | -$12.5K | 0.04% | 103 |
|
|
2020
Q1 | $82K | Buy |
918
+457
| +99% | +$40.8K | 0.05% | 98 |
|
|
2019
Q4 | $55K | Buy |
+461
| New | +$55K | 0.03% | 124 |
|