North Ridge 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 | $1.76M | Sell |
9,933
-38
| -0.4% | -$6.72K | 1.08% | 16 |
|
|
2025
Q1 | $1.72M | Hold |
9,971
| – | – | 1.15% | 15 |
|
|
2024
Q4 | $1.69M | Hold |
9,971
| – | – | 1.17% | 15 |
|
|
2024
Q3 | $1.74M | Hold |
9,971
| – | – | 1.18% | 16 |
|
|
2024
Q2 | $1.6M | Sell |
9,971
-150
| -1% | -$24.1K | 1.22% | 16 |
|
|
2024
Q1 | $1.65M | Hold |
10,121
| – | – | 1.28% | 16 |
|
|
2023
Q4 | $1.51M | Hold |
10,121
| – | – | 1.26% | 16 |
|
|
2023
Q3 | $1.4M | Sell |
10,121
-10
| -0.1% | -$1.38K | 1.36% | 14 |
|
|
2023
Q2 | $1.44M | Buy |
10,131
+10
| +0.1% | +$1.42K | 1.38% | 14 |
|
|
2023
Q1 | $1.4M | Buy |
+10,121
| New | +$1.4M | 1.4% | 14 |
|