Priebe Wealth Holdings’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 | – | Sell |
-1,243
| Closed | -$215K | – | 77 |
|
|
2025
Q1 | $215K | Hold |
1,243
| – | – | 0.13% | 72 |
|
|
2024
Q4 | $210K | Hold |
1,243
| – | – | 0.14% | 64 |
|
|
2024
Q3 | $217K | Buy |
+1,243
| New | +$217K | 0.16% | 57 |
|
|
2024
Q2 | – | Sell |
-1,243
| Closed | -$202K | – | 63 |
|
|
2024
Q1 | $202K | Sell |
1,243
-500
| -29% | -$81.4K | 0.16% | 61 |
|
|
2023
Q4 | $261K | Buy |
+1,743
| New | +$261K | 0.21% | 51 |
|