Rothschild Capital 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 | $820K | Buy |
4,639
+156
| +3% | +$27.6K | 0.22% | 32 |
|
|
2025
Q1 | $774K | Buy |
4,483
+1,140
| +34% | +$197K | 0.2% | 32 |
|
|
2024
Q4 | $566K | Buy |
3,343
+170
| +5% | +$28.8K | 0.14% | 41 |
|
|
2024
Q3 | $554K | Buy |
3,173
+50
| +2% | +$8.73K | 0.15% | 34 |
|
|
2024
Q2 | $501K | Buy |
3,123
+1,005
| +47% | +$161K | 0.14% | 33 |
|
|
2024
Q1 | $345K | Sell |
2,118
-1,135
| -35% | -$185K | 0.1% | 38 |
|
|
2023
Q4 | $486K | Buy |
+3,253
| New | +$486K | 0.15% | 30 |
|