Novak & Powell Financial Services’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 | $3.49M | Sell |
19,729
-7,562
| -28% | -$1.34M | 2.42% | 11 |
|
|
2025
Q1 | $4.71M | Sell |
27,291
-1,658
| -6% | -$286K | 2.93% | 6 |
|
|
2024
Q4 | $4.9M | Sell |
28,949
-299
| -1% | -$50.6K | 2.92% | 7 |
|
|
2024
Q3 | $5.11M | Buy |
29,248
+1,038
| +4% | +$181K | 2.96% | 7 |
|
|
2024
Q2 | $4.53M | Buy |
28,210
+4
| +0% | +$642 | 2.81% | 7 |
|
|
2024
Q1 | $3.24M | Buy |
28,206
+458
| +2% | +$52.6K | 2.43% | 10 |
|
|
2023
Q4 | $4.16M | Buy |
+27,748
| New | +$4.16M | 2.77% | 7 |
|