Navis Wealth 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
$253K Sell
1,430
-70
-5% -$12.4K 0.21% 94
2025
Q1
$259K Buy
+1,500
New +$259K 0.25% 86