Powell Investment 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 | $173K | Buy |
+973
| New | +$173K | 0.06% | 130 |
|
|
2025
Q1 | – | Sell |
-973
| Closed | -$165K | – | 161 |
|
|
2024
Q4 | $165K | Hold |
973
| – | – | 0.08% | 127 |
|
|
2024
Q3 | $170K | Hold |
973
| – | – | 0.08% | 121 |
|
|
2024
Q2 | $157K | Buy |
+973
| New | +$157K | 0.08% | 121 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$66K | – | 141 |
|
|
2022
Q2 | $66K | Buy |
+500
| New | +$66K | 0.04% | 124 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 140 |
|