Mount Yale Investment 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 | $301K | Sell |
1,704
-430
| -20% | -$76K | 0.02% | 453 |
|
|
2025
Q1 | $369K | Buy |
2,134
+239
| +13% | +$41.3K | 0.03% | 388 |
|
|
2024
Q4 | $321K | Sell |
1,895
-498
| -21% | -$84.3K | 0.03% | 425 |
|
|
2024
Q3 | $418K | Buy |
2,393
+1
| +0% | +$175 | 0.04% | 369 |
|
|
2024
Q2 | $384K | Hold |
2,392
| – | – | 0.03% | 389 |
|
|
2024
Q1 | $390K | Sell |
2,392
-5
| -0.2% | -$814 | 0.03% | 397 |
|
|
2023
Q4 | $358K | Buy |
+2,397
| New | +$358K | 0.03% | 378 |
|