Personal Wealth Partners’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,562
| Closed | -$379K | – | 69 |
|
|
2022
Q1 | $379K | Buy |
+2,562
| New | +$379K | 0.17% | 56 |
|
|
2020
Q1 | – | Sell |
-207
| Closed | -$25K | – | 605 |
|
|
2019
Q4 | $25K | Sell |
207
-2,845
| -93% | -$344K | 0.01% | 184 |
|
|
2019
Q3 | $341K | Hold |
3,052
| – | – | 0.16% | 50 |
|
|
2019
Q2 | $339K | Sell |
3,052
-56
| -2% | -$6.22K | 0.16% | 45 |
|
|
2019
Q1 | $335K | Buy |
+3,108
| New | +$335K | 0.18% | 45 |
|