Quantum Financial Planning Services’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
$231K Sell
1,307
-744
-36% -$131K 0.11% 42
2025
Q1
$354K Sell
2,051
-331
-14% -$57.2K 0.19% 22
2024
Q4
$403K Buy
+2,382
New +$403K 0.22% 22