Sagace 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
$1.88M Sell
10,655
-753
-7% -$133K 1.41% 30
2025
Q1
$1.97M Sell
11,408
-258
-2% -$44.6K 1.49% 28
2024
Q4
$1.98M Sell
11,666
-3,103
-21% -$525K 1.48% 27
2024
Q3
$2.62M Buy
14,769
+1,572
+12% +$279K 2.02% 17
2024
Q2
$2.19M Buy
+13,197
New +$2.19M 2.14% 16