Opes Wealth Management’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 | $226K | Buy |
1,281
+53
| +4% | +$9.37K | 0.04% | 137 |
|
|
2025
Q1 | $212K | Sell |
1,228
-38
| -3% | -$6.56K | 0.04% | 140 |
|
|
2024
Q4 | $214K | Buy |
1,266
+58
| +5% | +$9.82K | 0.04% | 131 |
|
|
2024
Q3 | $211K | Buy |
+1,208
| New | +$211K | 0.04% | 130 |
|
|
2024
Q2 | – | Sell |
-1,395
| Closed | -$227K | – | 138 |
|
|
2024
Q1 | $227K | Buy |
+1,395
| New | +$227K | 0.05% | 121 |
|