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Oak Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Oak Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Sell
5,930
-345
-5% -$61.3K 0.68% 20
2025
Q1 		$1.08M Hold
6,275
– – 0.8% 18
2024
Q4 		$1.06M Buy
+6,275
New +$1.06M 0.82% 16