Rooted 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
2023
Q2
Sell
-1,730
Closed -$243K 102
2023
Q1
$243K Buy
+1,730
New +$243K 0.18% 69