Ruedi Wealth Management’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 | – | Sell |
-320
| Closed | -$55.3K | – | 318 |
|
|
2025
Q1 | $55.3K | Hold |
320
| – | – | 0.02% | 85 |
|
|
2024
Q4 | $54.1K | Hold |
320
| – | – | 0.02% | 83 |
|
|
2024
Q3 | $55.8K | Sell |
320
-1
| -0.3% | -$175 | 0.02% | 83 |
|
|
2024
Q2 | $51.5K | Sell |
321
-8
| -2% | -$1.28K | 0.02% | 83 |
|
|
2024
Q1 | $53.6K | Sell |
329
-126
| -28% | -$20.5K | 0.02% | 83 |
|
|
2023
Q4 | $68.1K | Buy |
455
+1
| +0.2% | +$150 | 0.03% | 69 |
|
|
2023
Q3 | $62.6K | Sell |
454
-1
| -0.2% | -$138 | 0.04% | 66 |
|
|
2023
Q2 | $64.7K | Sell |
455
-6
| -1% | -$853 | 0.04% | 62 |
|
|
2023
Q1 | $63.6K | Buy |
461
+132
| +40% | +$18.2K | 0.04% | 71 |
|
|
2022
Q4 | $76.8K | Buy |
+329
| New | +$76.8K | 0.05% | 58 |
|