RLWM
RF&L Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
4,958
+418
| +9% | +$73.9K | 0.56% | 36 |
|
|
2025
Q1 | $784K | Buy |
4,540
+85
| +2% | +$14.7K | 0.56% | 35 |
|
|
2024
Q4 | $754K | Hold |
4,455
| – | – | 0.53% | 35 |
|
|
2024
Q3 | $778K | Sell |
4,455
-227
| -5% | -$39.6K | 0.55% | 35 |
|
|
2024
Q2 | $751K | Hold |
4,682
| – | – | 0.57% | 34 |
|
|
2024
Q1 | $763K | Buy |
4,682
+10
| +0.2% | +$1.63K | 0.59% | 34 |
|
|
2023
Q4 | $698K | Buy |
4,672
+35
| +0.8% | +$5.23K | 0.58% | 33 |
|
|
2023
Q3 | $640K | Hold |
4,637
| – | – | 0.59% | 34 |
|
|
2023
Q2 | $659K | Sell |
4,637
-80
| -2% | -$11.4K | 0.6% | 33 |
|
|
2023
Q1 | $651K | Hold |
4,717
| – | – | 0.63% | 33 |
|
|
2022
Q4 | $662K | Buy |
+4,717
| New | +$662K | 0.68% | 33 |
|