MWM
VTV icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
11,559
+1,130
+11% +$200K 1.14% 30
2025
Q1
$1.8M Buy
10,429
+1,167
+13% +$202K 1.09% 32
2024
Q4
$1.57M Buy
+9,262
New +$1.57M 1% 34