Pacific Capital 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
Q1 | – | Sell |
-390
| Closed | -$66K | – | 380 |
|
|
2024
Q4 | $66K | Hold |
390
| – | – | 0.01% | 131 |
|
|
2024
Q3 | $68.1K | Hold |
390
| – | – | 0.01% | 138 |
|
|
2024
Q2 | $62.6K | Hold |
390
| – | – | 0.01% | 138 |
|
|
2024
Q1 | $63.5K | Sell |
390
-328
| -46% | -$53.4K | 0.02% | 122 |
|
|
2023
Q4 | $107K | Buy |
+718
| New | +$107K | 0.03% | 92 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$31K | – | 197 |
|
|
2020
Q3 | $31K | Buy |
+300
| New | +$31K | 0.02% | 124 |
|