Peterson 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 |
-9,549
| Closed | -$1.63M | – | 96 |
|
|
2024
Q4 | $1.63M | Sell |
9,549
-388
| -4% | -$66.1K | 0.29% | 31 |
|
|
2024
Q3 | $1.73M | Buy |
9,937
+115
| +1% | +$20.1K | 0.33% | 28 |
|
|
2024
Q2 | $1.58M | Hold |
9,822
| – | – | 0.33% | 26 |
|
|
2024
Q1 | $1.6M | Buy |
9,822
+61
| +0.6% | +$9.94K | 0.34% | 26 |
|
|
2023
Q4 | $1.46M | Buy |
9,761
+66
| +0.7% | +$9.87K | 0.35% | 26 |
|
|
2023
Q3 | $1.34M | Buy |
9,695
+54
| +0.6% | +$7.45K | 0.36% | 27 |
|
|
2023
Q2 | $1.38M | Buy |
9,641
+63
| +0.7% | +$8.99K | 0.36% | 27 |
|
|
2023
Q1 | $1.32M | Buy |
9,578
+2,268
| +31% | +$313K | 0.36% | 27 |
|
|
2022
Q4 | $1.03M | Sell |
7,310
-106
| -1% | -$14.9K | 0.31% | 27 |
|
|
2022
Q3 | $916K | Buy |
+7,416
| New | +$916K | 0.31% | 26 |
|