Midwest Financial Group’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 | $918K | Hold |
5,192
| – | – | 0.48% | 49 |
|
|
2025
Q1 | $897K | Buy |
5,192
+205
| +4% | +$35.4K | 0.52% | 45 |
|
|
2024
Q4 | $844K | Buy |
4,987
+1,430
| +40% | +$242K | 0.48% | 47 |
|
|
2024
Q3 | $621K | Buy |
3,557
+809
| +29% | +$141K | 0.36% | 60 |
|
|
2024
Q2 | $441K | Buy |
2,748
+362
| +15% | +$58.1K | 0.28% | 72 |
|
|
2024
Q1 | $389K | Buy |
2,386
+75
| +3% | +$12.2K | 0.26% | 78 |
|
|
2023
Q4 | $346K | Buy |
+2,311
| New | +$346K | 0.26% | 83 |
|