Omnia Family Wealth’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,296
Closed -$575K 83
2024
Q3
$575K Buy
+3,296
New +$575K 0.25% 37