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 |
|