Naviter Wealth’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 | $410K | Hold |
2,309
| – | – | 0.05% | 207 |
|
|
2025
Q1 | $397K | Sell |
2,309
-330
| -13% | -$56.7K | 0.05% | 214 |
|
|
2024
Q4 | $447K | Sell |
2,639
-2,122
| -45% | -$359K | 0.05% | 215 |
|
|
2024
Q3 | $831K | Buy |
4,761
+95
| +2% | +$16.6K | 0.12% | 166 |
|
|
2024
Q2 | $753K | Buy |
4,666
+355
| +8% | +$57.3K | 0.11% | 174 |
|
|
2024
Q1 | $702K | Sell |
4,311
-48
| -1% | -$7.82K | 0.11% | 179 |
|
|
2023
Q4 | $652K | Buy |
+4,359
| New | +$652K | 0.13% | 165 |
|