Morton Brown Family Wealth’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 | $46.8K | Hold |
265
| – | – | 0.01% | 112 |
|
|
2025
Q1 | $45.8K | Hold |
265
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $44.9K | Hold |
265
| – | – | 0.02% | 109 |
|
|
2024
Q3 | $46.3K | Hold |
265
| – | – | 0.02% | 100 |
|
|
2024
Q2 | $44.1K | Hold |
265
| – | – | 0.02% | 95 |
|
|
2024
Q1 | $43.2K | Hold |
265
| – | – | 0.02% | 91 |
|
|
2023
Q4 | $39.6K | Buy |
265
+7
| +3% | +$1.05K | 0.02% | 112 |
|
|
2023
Q3 | $35.6K | Hold |
258
| – | – | 0.02% | 90 |
|
|
2023
Q2 | $36.7K | Hold |
258
| – | – | 0.02% | 85 |
|
|
2023
Q1 | $35.6K | Hold |
258
| – | – | 0.02% | 85 |
|
|
2022
Q4 | $36.2K | Hold |
258
| – | – | 0.02% | 82 |
|
|
2022
Q3 | $32K | Hold |
258
| – | – | 0.03% | 79 |
|
|
2022
Q2 | $34K | Buy |
+258
| New | +$34K | 0.03% | 75 |
|