Revisor Wealth Management’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 | $294K | Sell |
1,637
-17
| -1% | -$3.05K | 0.11% | 215 |
|
2025
Q1 | $286K | Buy |
+1,654
| New | +$286K | 0.13% | 177 |
|
2024
Q4 | – | Sell |
-1,202
| Closed | -$210K | – | 177 |
|
2024
Q3 | $210K | Sell |
1,202
-496
| -29% | -$86.6K | 0.13% | 169 |
|
2024
Q2 | $272K | Sell |
1,698
-123
| -7% | -$19.7K | 0.19% | 129 |
|
2024
Q1 | $285K | Buy |
1,821
+27
| +2% | +$4.23K | 0.13% | 155 |
|
2023
Q4 | $268K | Sell |
1,794
-620
| -26% | -$92.7K | 0.31% | 90 |
|
2023
Q3 | $333K | Sell |
2,414
-15,717
| -87% | -$2.17M | 0.28% | 92 |
|
2023
Q2 | $2.58M | Sell |
18,131
-2,171
| -11% | -$308K | 2.31% | 9 |
|
2023
Q1 | $2.8M | Buy |
+20,302
| New | +$2.8M | 2.56% | 8 |
|