PCG 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 | $232K | Hold |
1,312
| – | – | 0.12% | 81 |
|
|
2025
Q1 | $227K | Hold |
1,312
| – | – | 0.08% | 122 |
|
|
2024
Q4 | $222K | Hold |
1,312
| – | – | 0.08% | 118 |
|
|
2024
Q3 | $229K | Sell |
1,312
-100
| -7% | -$17.5K | 0.09% | 111 |
|
|
2024
Q2 | $226K | Sell |
1,412
-85
| -6% | -$13.6K | 0.1% | 108 |
|
|
2024
Q1 | $244K | Buy |
1,497
+86
| +6% | +$14K | 0.12% | 102 |
|
|
2023
Q4 | $211K | Sell |
1,411
-75
| -5% | -$11.2K | 0.12% | 96 |
|
|
2023
Q3 | $205K | Buy |
1,486
+1
| +0.1% | +$138 | 0.13% | 93 |
|
|
2023
Q2 | $211K | Buy |
+1,485
| New | +$211K | 0.13% | 98 |
|