OAM
Optimal Asset Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $368K | Sell |
2,719
-2,513
| -48% | -$340K | 0.05% | 323 |
|
|
2021
Q2 | $720K | Sell |
5,232
-94
| -2% | -$12.9K | 0.09% | 287 |
|
|
2021
Q1 | $700K | Buy |
5,326
+50
| +0.9% | +$6.57K | 0.09% | 276 |
|
|
2020
Q4 | $628K | Buy |
+5,276
| New | +$628K | 0.09% | 315 |
|