Roehl & Yi Investment Advisors’s Vanguard Value ETF VTV Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio VTV Stock Details VTV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$775K	Buy
2025 Q4	$752K	Buy
2025 Q3	$710K	Sell
2025 Q2	$682K	Buy
2025 Q1	$635K	Buy
2024 Q4	$603K	Buy