Pursue 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 | $256K | Buy |
1,446
+60
| +4% | +$10.6K | 0.15% | 97 |
|
2025
Q1 | $239K | Buy |
+1,386
| New | +$239K | 0.15% | 103 |
|
2023
Q2 | – | Sell |
-2,595
| Closed | -$358K | – | 108 |
|
2023
Q1 | $358K | Sell |
2,595
-843
| -25% | -$116K | 0.24% | 73 |
|
2022
Q4 | $483K | Hold |
3,438
| – | – | 0.37% | 66 |
|
2022
Q3 | $425K | Sell |
3,438
-75
| -2% | -$9.27K | 0.31% | 70 |
|
2022
Q2 | $463K | Buy |
+3,513
| New | +$463K | 0.29% | 71 |
|