Simplicity Wealth’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 | $1.34M | Sell |
7,576
-9,211
| -55% | -$1.63M | 0.06% | 273 |
|
|
2025
Q1 | $2.9M | Buy |
16,787
+12,533
| +295% | +$2.17M | 0.23% | 108 |
|
|
2024
Q4 | $720K | Sell |
4,254
-1,271
| -23% | -$215K | 0.15% | 119 |
|
|
2024
Q3 | $964K | Sell |
5,525
-563,538
| -99% | -$98.4M | 0.09% | 199 |
|
|
2024
Q2 | $91.3M | Buy |
569,063
+5,150
| +0.9% | +$826K | 2.06% | 7 |
|
|
2024
Q1 | $91.8M | Buy |
+563,913
| New | +$91.8M | 2.19% | 6 |
|