Mosaic Financial Group’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
$331K Hold
1,871
0.25% 82
2025
Q1
$323K Hold
1,871
0.26% 81
2024
Q4
$317K Hold
1,871
0.23% 85
2024
Q3
$327K Hold
1,871
0.23% 80
2024
Q2
$300K Hold
1,871
0.22% 87
2024
Q1
$305K Buy
+1,871
New +$305K 0.24% 88