Northwest Financial 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 | $227K | Sell |
1,286
-28
| -2% | -$4.95K | 0.32% | 84 |
|
|
2025
Q1 | $227K | Sell |
1,314
-120
| -8% | -$20.7K | 0.19% | 108 |
|
|
2024
Q4 | $243K | Buy |
1,434
+20
| +1% | +$3.39K | 0.2% | 98 |
|
|
2024
Q3 | $247K | Buy |
+1,414
| New | +$247K | 0.2% | 83 |
|
|
2024
Q1 | – | Sell |
-855
| Closed | -$128K | – | 528 |
|
|
2023
Q4 | $128K | Buy |
+855
| New | +$128K | 0.11% | 121 |
|