Platform Technology Partners’s Vanguard Value ETF VTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Buy	6,527 +10	+0.2%	+$2K	0.25%	94
2025 Q4	$1.24M	Buy	6,517 +16	+0.2%	+$3.01K	0.27%	91
2025 Q3	$1.21M	Hold	6,501	–	–	0.29%	81
2025 Q2	$1.15M	Hold	6,501	–	–	0.3%	84
2025 Q1	$1.12M	Hold	6,501	–	–	0.33%	82
2024 Q4	$1.1M	Sell	6,501 -1,483	-19%	-$260K	0.33%	79
2024 Q3	$1.39M	Sell	7,984 -15	-0.2%	-$2.51K	0.44%	64
2024 Q2	$1.28M	Buy	+7,999	New	+$1.28M	0.44%	62
2023 Q4	$1.22M	Buy	7,957 +49	+0.6%	+$6.89K	0.47%	64
2023 Q3	$1.09M	Sell	7,908 -56	-0.7%	-$8.02K	0.51%	59
2023 Q2	$1.14M	Buy	7,964 +46	+0.6%	+$6.39K	0.53%	59
2023 Q1	$1.09M	Buy	7,918 +17	+0.2%	+$2.39K	0.54%	55
2022 Q4	$1.11M	Buy	7,901 +108	+1%	+$14.9K	0.57%	56
2022 Q3	$962K	Buy	7,793 +115	+1%	+$15.5K	0.55%	56
2022 Q2	$1.01M	Buy	7,678 +256	+3%	+$36.1K	0.55%	53
2022 Q1	$1.1M	Hold	7,422	–	–	0.53%	52
2021 Q4	$1.09M	Hold	7,422	–	–	0.48%	54
2021 Q3	$1M	Hold	7,422	–	–	0.46%	63
2021 Q2	$1.02M	Buy	+7,422	New	+$1.02M	0.42%	68
2020 Q4	$992K	Sell	8,343 -256	-3%	-$28.8K	0.48%	55
2020 Q3	$899K	Buy	8,599 +294	+4%	+$30.8K	0.55%	48
2020 Q2	$827K	Buy	8,305 +90	+1%	+$8.83K	0.58%	43
2020 Q1	$732K	Buy	+8,215	New	+$901K	0.67%	37