Mills Wealth Advisors’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 | – | Sell |
-1,307
| Closed | -$221K | – | 72 |
|
|
2024
Q4 | $221K | Sell |
1,307
-106
| -8% | -$17.9K | 0.13% | 57 |
|
|
2024
Q3 | $247K | Buy |
1,413
+3
| +0.2% | +$524 | 0.17% | 48 |
|
|
2024
Q2 | $226K | Sell |
1,410
-115
| -8% | -$18.4K | 0.16% | 46 |
|
|
2024
Q1 | $248K | Buy |
1,525
+83
| +6% | +$13.5K | 0.18% | 46 |
|
|
2023
Q4 | $216K | Sell |
1,442
-12
| -0.8% | -$1.79K | 0.16% | 45 |
|
|
2023
Q3 | $201K | Buy |
+1,454
| New | +$201K | 0.16% | 46 |
|