ORBA Wealth Advisors’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 | – | Sell |
-2,055
| Closed | -$355K | – | 111 |
|
|
2025
Q1 | $355K | Buy |
2,055
+62
| +3% | +$10.7K | 0.18% | 78 |
|
|
2024
Q4 | $337K | Buy |
1,993
+24
| +1% | +$4.06K | 0.18% | 80 |
|
|
2024
Q3 | $344K | Buy |
1,969
+74
| +4% | +$12.9K | 0.17% | 83 |
|
|
2024
Q2 | $304K | Hold |
1,895
| – | – | 0.16% | 80 |
|
|
2024
Q1 | $309K | Hold |
1,895
| – | – | 0.17% | 78 |
|
|
2023
Q4 | $283K | Buy |
+1,895
| New | +$283K | 0.17% | 78 |
|