Resurgent Financial Advisors’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 | $200K | Buy |
+1,133
| New | +$200K | 0.11% | 184 |
|
|
2024
Q1 | – | Sell |
-1,216
| Closed | -$182K | – | 475 |
|
|
2023
Q4 | $182K | Sell |
1,216
-400
| -25% | -$59.8K | 0.11% | 172 |
|
|
2023
Q3 | $223K | Buy |
1,616
+56
| +4% | +$7.73K | 0.15% | 135 |
|
|
2023
Q2 | $222K | Sell |
1,560
-1
| -0.1% | -$142 | 0.15% | 126 |
|
|
2023
Q1 | $216K | Sell |
1,561
-127
| -8% | -$17.5K | 0.14% | 137 |
|
|
2022
Q4 | $237K | Buy |
+1,688
| New | +$237K | 0.12% | 168 |
|