MCIA
Mountain Capital Investment Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126M | Sell |
703,338
-25,354
| -3% | -$4.53M | 24.13% | 1 |
|
|
2025
Q1 | $120M | Buy |
728,692
+107,665
| +17% | +$17.8M | 25.8% | 1 |
|
|
2024
Q4 | $108M | Buy |
621,027
+121,388
| +24% | +$21.2M | 22.46% | 1 |
|
|
2024
Q3 | $88.8M | Buy |
499,639
+5,009
| +1% | +$890K | 19.48% | 3 |
|
|
2024
Q2 | $81.6M | Buy |
494,630
+40,690
| +9% | +$6.71M | 20.24% | 3 |
|
|
2024
Q1 | $73M | Buy |
453,940
+177,082
| +64% | +$28.5M | 20.46% | 3 |
|
|
2023
Q4 | $41.7M | Buy |
276,858
+8,421
| +3% | +$1.27M | 14.09% | 3 |
|
|
2023
Q3 | $36.9M | Buy |
+268,437
| New | +$36.9M | 13.86% | 3 |
|
|
2017
Q4 | – | Sell |
-16
| Closed | -$2K | – | 418 |
|
|
2017
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 447 |
|