Phoenix 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
2021
Q4
Sell
-1,011
Closed -$137K 351
2021
Q3
$137K Hold
1,011
0.1% 134
2021
Q2
$139K Buy
1,011
+406
+67% +$55.8K 0.1% 138
2021
Q1
$80K Hold
605
0.06% 163
2020
Q4
$72K Buy
+605
New +$72K 0.05% 167