Shira Ridge 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 | $618K | Sell |
3,496
-51
| -1% | -$9.01K | 0.28% | 44 |
|
|
2025
Q1 | $613K | Sell |
3,547
-126
| -3% | -$21.8K | 0.31% | 45 |
|
|
2024
Q4 | $622K | Sell |
3,673
-22
| -0.6% | -$3.73K | 0.3% | 45 |
|
|
2024
Q3 | $645K | Buy |
3,695
+64
| +2% | +$11.2K | 0.33% | 49 |
|
|
2024
Q2 | $582K | Sell |
3,631
-231
| -6% | -$37.1K | 0.32% | 49 |
|
|
2024
Q1 | $629K | Buy |
3,862
+281
| +8% | +$45.8K | 0.36% | 44 |
|
|
2023
Q4 | $535K | Sell |
3,581
-13
| -0.4% | -$1.94K | 0.32% | 49 |
|
|
2023
Q3 | $496K | Sell |
3,594
-13
| -0.4% | -$1.79K | 0.33% | 45 |
|
|
2023
Q2 | $513K | Sell |
3,607
-11
| -0.3% | -$1.56K | 0.32% | 46 |
|
|
2023
Q1 | $500K | Buy |
3,618
+441
| +14% | +$60.9K | 0.33% | 45 |
|
|
2022
Q4 | $446K | Buy |
+3,177
| New | +$446K | 0.31% | 46 |
|