Portland Financial 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
$609K Hold
3,444
1.46% 21
2025
Q1
$595K Buy
3,444
+115
+3% +$19.9K 1.52% 21
2024
Q4
$564K Buy
+3,329
New +$564K 1.52% 20