PrairieView Wealth Partners’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 | $8.33M | Buy |
47,126
+1,122
| +2% | +$198K | 8.65% | 5 |
|
|
2025
Q1 | $7.95M | Sell |
46,004
-6,951
| -13% | -$1.2M | 9.71% | 4 |
|
|
2024
Q4 | $8.97M | Sell |
52,955
-337
| -0.6% | -$57.1K | 9.69% | 4 |
|
|
2024
Q3 | $9.3M | Sell |
53,292
-33,359
| -38% | -$5.82M | 10.06% | 4 |
|
|
2024
Q2 | $13.9M | Buy |
86,651
+1,309
| +2% | +$210K | 11.84% | 2 |
|
|
2024
Q1 | $13.9M | Buy |
85,342
+2,446
| +3% | +$398K | 12.61% | 2 |
|
|
2023
Q4 | $12.4M | Buy |
+82,896
| New | +$12.4M | 12.39% | 2 |
|