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MGB Wealth Management’s Vanguard Value ETF VTV Stock Holding History

MGB Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Sell
6,847
-294
-4% -$52K 0.4% 57
2025
Q1 		$1.23M Buy
7,141
+4,135
+138% +$713K 0.45% 59
2024
Q4 		$509K Buy
3,006
+1,206
+67% +$204K 0.16% 113
2024
Q3 		$314K Buy
+1,800
New +$314K 0.11% 148