River Wealth Advisors’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 | $871K | Buy |
4,928
+1,735
| +54% | +$307K | 0.11% | 123 |
|
|
2025
Q1 | $552K | Hold |
3,193
| – | – | 0.08% | 143 |
|
|
2024
Q4 | $541K | Sell |
3,193
-197
| -6% | -$33.4K | 0.07% | 148 |
|
|
2024
Q3 | $592K | Buy |
+3,390
| New | +$592K | 0.08% | 140 |
|
|
2019
Q1 | – | Sell |
-570
| Closed | -$56K | – | 501 |
|
|
2018
Q4 | $56K | Sell |
570
-617
| -52% | -$60.6K | 0.02% | 232 |
|
|
2018
Q3 | $131K | Hold |
1,187
| – | – | 0.05% | 188 |
|
|
2018
Q2 | $123K | Buy |
+1,187
| New | +$123K | 0.05% | 188 |
|