Peterson Wealth Services’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 | $306K | Hold |
1,729
| – | – | 0.08% | 105 |
|
|
2025
Q1 | $299K | Sell |
1,729
-12,874
| -88% | -$2.22M | 0.09% | 107 |
|
|
2024
Q4 | $2.47M | Sell |
14,603
-171
| -1% | -$29K | 0.74% | 37 |
|
|
2024
Q3 | $2.58M | Sell |
14,774
-1,925
| -12% | -$336K | 0.82% | 36 |
|
|
2024
Q2 | $2.68M | Sell |
16,699
-204
| -1% | -$32.7K | 0.94% | 31 |
|
|
2024
Q1 | $2.75M | Sell |
16,903
-84
| -0.5% | -$13.7K | 1% | 32 |
|
|
2023
Q4 | $2.54M | Buy |
+16,987
| New | +$2.54M | 1.09% | 29 |
|
|
2023
Q3 | – | Sell |
-18,580
| Closed | -$2.64M | – | 89 |
|
|
2023
Q2 | $2.64M | Sell |
18,580
-1,051
| -5% | -$149K | 1.27% | 24 |
|
|
2023
Q1 | $2.71M | Buy |
19,631
+2,285
| +13% | +$316K | 1.4% | 22 |
|
|
2022
Q4 | $2.43M | Sell |
17,346
-3,062
| -15% | -$430K | 1.39% | 22 |
|
|
2022
Q3 | $2.52M | Sell |
20,408
-374
| -2% | -$46.2K | 1.79% | 18 |
|
|
2022
Q2 | $2.74M | Sell |
20,782
-2,980
| -13% | -$393K | 1.98% | 17 |
|
|
2022
Q1 | $3.51M | Buy |
23,762
+1,342
| +6% | +$198K | 2.16% | 15 |
|
|
2021
Q4 | $3.3M | Buy |
+22,420
| New | +$3.3M | 2.19% | 13 |
|