Planning Center Inc’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
$634K Sell
3,585
-36
-1% -$6.36K 0.07% 38
2025
Q1
$625K Sell
3,621
-614
-14% -$106K 0.07% 37
2024
Q4
$717K Hold
4,235
0.09% 36
2024
Q3
$739K Hold
4,235
0.09% 36
2024
Q2
$679K Buy
+4,235
New +$679K 0.09% 37
2022
Q1
Sell
-1,353
Closed -$200K 53
2021
Q4
$200K Buy
+1,353
New +$200K 0.16% 51