SHFA
SC&H Financial Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Hold |
2,709
| – | – | 0.08% | 89 |
|
|
2025
Q1 | $468K | Buy |
2,709
+8
| +0.3% | +$1.38K | 0.09% | 92 |
|
|
2024
Q4 | $457K | Buy |
2,701
+7
| +0.3% | +$1.19K | 0.09% | 91 |
|
|
2024
Q3 | $470K | Sell |
2,694
-17
| -0.6% | -$2.97K | 0.1% | 94 |
|
|
2024
Q2 | $435K | Sell |
2,711
-609
| -18% | -$97.7K | 0.11% | 92 |
|
|
2024
Q1 | $541K | Sell |
3,320
-1,078
| -25% | -$176K | 0.14% | 87 |
|
|
2023
Q4 | $657K | Buy |
4,398
+20
| +0.5% | +$2.99K | 0.19% | 75 |
|
|
2023
Q3 | $604K | Buy |
4,378
+17
| +0.4% | +$2.35K | 0.2% | 77 |
|
|
2023
Q2 | $620K | Buy |
4,361
+18
| +0.4% | +$2.56K | 0.2% | 80 |
|
|
2023
Q1 | $600K | Sell |
4,343
-2,116
| -33% | -$292K | 0.22% | 78 |
|
|
2022
Q4 | $907K | Buy |
6,459
+573
| +10% | +$80.4K | 0.38% | 55 |
|
|
2022
Q3 | $727K | Buy |
5,886
+591
| +11% | +$73K | 0.36% | 58 |
|
|
2022
Q2 | $698K | Sell |
5,295
-2,036
| -28% | -$268K | 0.33% | 62 |
|
|
2022
Q1 | $1.08M | Buy |
+7,331
| New | +$1.08M | 0.52% | 42 |
|