Smith Salley 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 | $243K | Hold |
1,374
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $237K | Sell |
1,374
-246
| -15% | -$42.5K | 0.02% | 222 |
|
|
2024
Q4 | $274K | Sell |
1,620
-37
| -2% | -$6.27K | 0.02% | 214 |
|
|
2024
Q3 | $289K | Buy |
+1,657
| New | +$289K | 0.02% | 209 |
|
|
2024
Q2 | – | Sell |
-1,382
| Closed | -$225K | – | 231 |
|
|
2024
Q1 | $225K | Buy |
+1,382
| New | +$225K | 0.02% | 211 |
|