Revolve Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

Revolve Wealth Partners’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$537K	Sell	2,464 -224	-8%	-$46.8K	0.06%	182
2026 Q1	$527K	Sell	2,688 -127	-5%	-$25.4K	0.07%	126
2025 Q4	$538K	Buy	2,815 +826	+42%	+$155K	0.06%	131
2025 Q3	$371K	Sell	1,989 -11	-0.6%	-$1.99K	0.04%	157
2025 Q2	$353K	Sell	2,000 -5	-0.2%	-$845	0.05%	154
2025 Q1	$346K	Buy	2,005 +603	+43%	+$105K	0.05%	153
2024 Q4	$237K	Hold	1,402	–	–	0.03%	194
2024 Q3	$245K	Buy	+1,402	New	+$235K	0.04%	174
2024 Q2	–	Sell	-1,482	Closed	-$241K	–	192
2024 Q1	$241K	Sell	1,482 -237	-14%	-$36.5K	0.04%	159
2023 Q4	$257K	Buy	+1,719	New	+$242K	0.05%	135

Other funds holding VTV

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return