Retirement Guys Formula’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 | $1.4M | Sell |
8,029
-96
| -1% | -$16.7K | 0.53% | 67 |
|
2025
Q1 | $1.34M | Buy |
8,125
+4,867
| +149% | +$802K | 0.67% | 60 |
|
2024
Q4 | $552K | Buy |
3,258
+1,709
| +110% | +$289K | 0.28% | 92 |
|
2024
Q3 | $270K | Sell |
1,549
-371
| -19% | -$64.8K | 0.13% | 105 |
|
2024
Q2 | $308K | Buy |
1,920
+300
| +19% | +$48.1K | 0.15% | 107 |
|
2024
Q1 | $264K | Buy |
+1,620
| New | +$264K | 0.13% | 112 |
|
2022
Q3 | – | Sell |
-1,546
| Closed | -$204K | – | 136 |
|
2022
Q2 | $204K | Sell |
1,546
-428
| -22% | -$56.5K | 0.21% | 121 |
|
2022
Q1 | $292K | Sell |
1,974
-328
| -14% | -$48.5K | 0.2% | 93 |
|
2021
Q4 | $339K | Buy |
+2,302
| New | +$339K | 0.27% | 73 |
|