PlanWiser 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	$6.45M	Buy	35,869 +3,317	+10%	+$596K	5.5%	5
2025 Q1	$5.46M	Buy	+32,552	New	+$5.46M	4.94%	5