Petix & Botte Financial’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 | $865K | Sell |
4,894
-1,172
| -19% | -$207K | 0.21% | 61 |
|
|
2025
Q1 | $1.05M | Buy |
6,066
+92
| +2% | +$15.9K | 0.28% | 57 |
|
|
2024
Q4 | $1.01M | Sell |
5,974
-24
| -0.4% | -$4.06K | 0.27% | 58 |
|
|
2024
Q3 | $1.05M | Buy |
5,998
+8
| +0.1% | +$1.4K | 0.28% | 49 |
|
|
2024
Q2 | $961K | Sell |
5,990
-104,330
| -95% | -$16.7M | 0.27% | 48 |
|
|
2024
Q1 | $18M | Buy |
110,320
+104,226
| +1,710% | +$17M | 4.46% | 2 |
|
|
2023
Q4 | $911K | Buy |
6,094
+68
| +1% | +$10.2K | 0.27% | 47 |
|
|
2023
Q3 | $831K | Hold |
6,026
| – | – | 0.26% | 48 |
|
|
2023
Q2 | $856K | Buy |
6,026
+3,013
| +100% | +$428K | 0.27% | 48 |
|
|
2023
Q1 | $416K | Buy |
+3,013
| New | +$416K | 0.28% | 51 |
|
|
2022
Q3 | $362K | Sell |
2,929
-15
| -0.5% | -$1.85K | 0.28% | 54 |
|
|
2022
Q2 | $388K | Sell |
2,944
-2,716
| -48% | -$358K | 0.29% | 50 |
|
|
2022
Q1 | $836K | Buy |
5,660
+2,834
| +100% | +$419K | 0.26% | 52 |
|
|
2021
Q4 | $416K | Sell |
2,826
-4,560
| -62% | -$671K | 0.26% | 55 |
|
|
2021
Q3 | $1M | Buy |
7,386
+3,710
| +101% | +$503K | 0.34% | 45 |
|
|
2021
Q2 | $505K | Hold |
3,676
| – | – | 0.35% | 46 |
|
|
2021
Q1 | $483K | Hold |
3,676
| – | – | 0.36% | 49 |
|
|
2020
Q4 | $437K | Sell |
3,676
-193
| -5% | -$22.9K | 0.33% | 52 |
|
|
2020
Q3 | $402K | Sell |
3,869
-5,614
| -59% | -$583K | 0.32% | 55 |
|
|
2020
Q2 | $475K | Buy |
9,483
+4,788
| +102% | +$240K | 0.39% | 44 |
|
|
2020
Q1 | $418K | Sell |
4,695
-2,505
| -35% | -$223K | 0.41% | 44 |
|
|
2019
Q4 | $864K | Buy |
+7,200
| New | +$864K | 0.68% | 36 |
|