Orgel 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 Q1	–	Sell	-2,615	Closed	-$443K	–	88
2024 Q4	$443K	Buy	+2,615	New	+$443K	0.01%	63
2016 Q1	–	Sell	-8,985	Closed	-$732K	–	25
2015 Q4	$732K	Buy	+8,985	New	+$732K	0.63%	7