Peak Financial 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
Q2 | $1.01M | Sell |
5,720
-18
| -0.3% | -$3.18K | 0.29% | 42 |
|
|
2025
Q1 | $991K | Sell |
5,738
-249
| -4% | -$43K | 0.3% | 40 |
|
|
2024
Q4 | $1.01M | Sell |
5,987
-24
| -0.4% | -$4.06K | 0.3% | 42 |
|
|
2024
Q3 | $1.05M | Sell |
6,011
-9
| -0.1% | -$1.57K | 0.31% | 42 |
|
|
2024
Q2 | $966K | Sell |
6,020
-31
| -0.5% | -$4.97K | 0.3% | 43 |
|
|
2024
Q1 | $985K | Buy |
6,051
+363
| +6% | +$59.1K | 0.31% | 40 |
|
|
2023
Q4 | $850K | Buy |
5,688
+1,832
| +48% | +$274K | 0.29% | 42 |
|
|
2023
Q3 | $532K | Buy |
3,856
+1
| +0% | +$138 | 0.19% | 47 |
|
|
2023
Q2 | $548K | Buy |
3,855
+715
| +23% | +$102K | 0.2% | 51 |
|
|
2023
Q1 | $434K | Sell |
3,140
-1,543
| -33% | -$213K | 0.16% | 50 |
|
|
2022
Q4 | $657K | Buy |
4,683
+1,441
| +44% | +$202K | 0.26% | 38 |
|
|
2022
Q3 | $400K | Buy |
+3,242
| New | +$400K | 0.17% | 47 |
|