Souders Financial Advisors’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
$14.8M Buy
83,891
+9,211
+12% +$1.63M 1.89% 15
2025
Q1
$12.9M Buy
74,680
+33,453
+81% +$5.78M 1.8% 16
2024
Q4
$6.98M Buy
+41,227
New +$6.98M 0.97% 29