Morling Financial 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 | $165 | Sell |
1
-900
| -100% | -$149K | ﹤0.01% | 98 |
|
|
2025
Q1 | $156K | Sell |
901
-50
| -5% | -$8.64K | 0.05% | 82 |
|
|
2024
Q4 | $161K | Buy |
951
+950
| +95,000% | +$161K | 0.06% | 73 |
|
|
2024
Q3 | $161 | Hold |
1
| – | – | ﹤0.01% | 97 |
|
|
2024
Q2 | $147 | Sell |
1
-28
| -97% | -$4.12K | ﹤0.01% | 87 |
|
|
2024
Q1 | $4.78K | Sell |
29
-40
| -58% | -$6.59K | ﹤0.01% | 97 |
|
|
2023
Q4 | $10.4K | Buy |
69
+40
| +138% | +$6.01K | 0.01% | 75 |
|
|
2023
Q3 | $4.04K | Hold |
29
| – | – | ﹤0.01% | 70 |
|
|
2023
Q2 | $4.16K | Buy |
29
+2
| +7% | +$287 | ﹤0.01% | 72 |
|
|
2023
Q1 | $3.73K | Hold |
27
| – | – | ﹤0.01% | 82 |
|
|
2022
Q4 | $3.79K | Hold |
27
| – | – | ﹤0.01% | 71 |
|
|
2022
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 68 |
|
|
2022
Q2 | $4K | Hold |
27
| – | – | 0.01% | 72 |
|
|
2022
Q1 | $4K | Sell |
27
-7
| -21% | -$1.04K | 0.01% | 79 |
|
|
2021
Q4 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 76 |
|