Modern Wealth Management’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 | $29.5M | Buy |
166,814
+162,225
| +3,535% | +$28.7M | 0.74% | 27 |
|
2025
Q1 | $793K | Buy |
4,589
+296
| +7% | +$51.1K | 0.03% | 338 |
|
2024
Q4 | $727K | Buy |
4,293
+316
| +8% | +$53.5K | 0.03% | 304 |
|
2024
Q3 | $694K | Buy |
3,977
+7
| +0.2% | +$1.22K | 0.04% | 203 |
|
2024
Q2 | $637K | Sell |
3,970
-278
| -7% | -$44.6K | 0.05% | 188 |
|
2024
Q1 | $692K | Buy |
+4,248
| New | +$692K | 0.06% | 142 |
|