Physician 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
Q2 | $223K | Sell |
1,262
-74
| -6% | -$13.1K | 0.04% | 167 |
|
|
2025
Q1 | $231K | Sell |
1,336
-977
| -42% | -$169K | 0.04% | 158 |
|
|
2024
Q4 | $392K | Buy |
2,313
+730
| +46% | +$124K | 0.07% | 115 |
|
|
2024
Q3 | $279K | Sell |
1,583
-85
| -5% | -$15K | 0.05% | 144 |
|
|
2024
Q2 | $279K | Buy |
1,668
+7
| +0.4% | +$1.17K | 0.05% | 132 |
|
|
2024
Q1 | $257K | Buy |
1,661
+104
| +7% | +$16.1K | 0.05% | 137 |
|
|
2023
Q4 | $233K | Sell |
1,557
-11,336
| -88% | -$1.7M | 0.05% | 143 |
|
|
2023
Q3 | $1.77M | Buy |
12,893
+395
| +3% | +$54.2K | 0.46% | 35 |
|
|
2023
Q2 | $1.78M | Buy |
12,498
+84
| +0.7% | +$12K | 0.44% | 33 |
|
|
2023
Q1 | $1.75M | Buy |
12,414
+147
| +1% | +$20.7K | 0.46% | 33 |
|
|
2022
Q4 | $1.75M | Buy |
12,267
+1,538
| +14% | +$219K | 0.47% | 33 |
|
|
2022
Q3 | $1.4M | Buy |
10,729
+584
| +6% | +$76K | 0.43% | 38 |
|
|
2022
Q2 | $1.4M | Buy |
10,145
+536
| +6% | +$74K | 0.41% | 40 |
|
|
2022
Q1 | $1.4M | Buy |
+9,609
| New | +$1.4M | 0.37% | 47 |
|