Private Wealth Management Group’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 | $262K | Hold |
1,484
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $256K | Hold |
1,484
| – | – | 0.09% | 68 |
|
|
2024
Q4 | $251K | Sell |
1,484
-7
| -0.5% | -$1.19K | 0.1% | 71 |
|
|
2024
Q3 | $260K | Sell |
1,491
-806
| -35% | -$141K | 0.1% | 64 |
|
|
2024
Q2 | $368K | Buy |
2,297
+1,518
| +195% | +$243K | 0.16% | 53 |
|
|
2024
Q1 | $127K | Hold |
779
| – | – | 0.06% | 85 |
|
|
2023
Q4 | $116K | Buy |
+779
| New | +$116K | 0.06% | 88 |
|