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