Seven Post Investment Office’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,945
| Closed | -$1.43M | – | 56 |
|
|
2024
Q2 | $1.43M | Hold |
8,945
| – | – | 0.27% | 29 |
|
|
2024
Q1 | $1.46M | Hold |
8,945
| – | – | 0.36% | 27 |
|
|
2023
Q4 | $1.34M | Hold |
8,945
| – | – | 0.34% | 27 |
|
|
2023
Q3 | $1.23M | Hold |
8,945
| – | – | 0.34% | 26 |
|
|
2023
Q2 | $1.27M | Hold |
8,945
| – | – | 0.39% | 24 |
|
|
2023
Q1 | $1.24M | Hold |
8,945
| – | – | 0.45% | 22 |
|
|
2022
Q4 | $1.26M | Buy |
+8,945
| New | +$1.26M | 0.44% | 23 |
|