Moulton Wealth Management’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
Q1 | – | Sell |
-2,782
| Closed | -$471K | – | 45 |
|
|
2024
Q4 | $471K | Buy |
2,782
+558
| +25% | +$94.5K | 0.36% | 36 |
|
|
2024
Q3 | $388K | Buy |
+2,224
| New | +$388K | 0.32% | 34 |
|
|
2022
Q1 | – | Sell |
-21,493
| Closed | -$3.22M | – | 22 |
|
|
2021
Q4 | $3.22M | Sell |
21,493
-531
| -2% | -$79.5K | 2.35% | 14 |
|
|
2021
Q3 | $3.02M | Buy |
22,024
+13,309
| +153% | +$1.82M | 2.25% | 15 |
|
|
2021
Q2 | $1.2M | Buy |
8,715
+3,860
| +80% | +$531K | 0.87% | 26 |
|
|
2021
Q1 | $646K | Buy |
+4,855
| New | +$646K | 0.49% | 27 |
|