Monument Group 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
Q2 | $3.39M | Buy |
19,181
+1,188
| +7% | +$210K | 2.13% | 6 |
|
|
2025
Q1 | $3.11M | Buy |
17,993
+2,357
| +15% | +$407K | 2.15% | 6 |
|
|
2024
Q4 | $2.65M | Sell |
15,636
-1,031
| -6% | -$175K | 1.87% | 7 |
|
|
2024
Q3 | $2.91M | Sell |
16,667
-65
| -0.4% | -$11.3K | 1.75% | 6 |
|
|
2024
Q2 | $2.68M | Sell |
16,732
-1,033
| -6% | -$166K | 1.81% | 6 |
|
|
2024
Q1 | $2.89M | Sell |
17,765
-1,717
| -9% | -$280K | 2.14% | 6 |
|
|
2023
Q4 | $2.91M | Buy |
+19,482
| New | +$2.91M | 2.48% | 6 |
|