OHWA
Oak Hill Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.1M | Buy |
219,395
+14,069
| +7% | +$2.51M | 8.1% | 2 |
|
|
2025
Q1 | $35.5M | Buy |
205,326
+7,146
| +4% | +$1.23M | 8.23% | 1 |
|
|
2024
Q4 | $33.6M | Buy |
+198,180
| New | +$33.6M | 8% | 1 |
|
|
2024
Q3 | – | Sell |
-35,444
| Closed | -$5.69M | – | 109 |
|
|
2024
Q2 | $5.69M | Buy |
+35,444
| New | +$5.69M | 1.72% | 14 |
|
|
2024
Q1 | – | Sell |
-7,236
| Closed | -$1.08M | – | 99 |
|
|
2023
Q4 | $1.08M | Buy |
7,236
+203
| +3% | +$30.3K | 0.37% | 35 |
|
|
2023
Q3 | $970K | Sell |
7,033
-516
| -7% | -$71.2K | 0.37% | 35 |
|
|
2023
Q2 | $1.07M | Buy |
7,549
+76
| +1% | +$10.8K | 0.4% | 33 |
|
|
2023
Q1 | $1.03M | Sell |
7,473
-4
| -0.1% | -$552 | 0.41% | 35 |
|
|
2022
Q4 | $1.05M | Buy |
+7,477
| New | +$1.05M | 0.43% | 36 |
|