Revolve 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 | $353K | Sell |
2,000
-5
| -0.2% | -$884 | 0.05% | 152 |
|
2025
Q1 | $346K | Buy |
2,005
+603
| +43% | +$104K | 0.05% | 153 |
|
2024
Q4 | $237K | Hold |
1,402
| – | – | 0.03% | 192 |
|
2024
Q3 | $245K | Buy |
+1,402
| New | +$245K | 0.04% | 172 |
|
2024
Q2 | – | Sell |
-1,482
| Closed | -$241K | – | 187 |
|
2024
Q1 | $241K | Sell |
1,482
-237
| -14% | -$38.6K | 0.04% | 157 |
|
2023
Q4 | $257K | Buy |
+1,719
| New | +$257K | 0.05% | 132 |
|