Squire Investment Management Company’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 | $1.27M | Hold |
7,197
| – | – | 0.47% | 31 |
|
|
2025
Q1 | $1.24M | Buy |
7,197
+1,114
| +18% | +$192K | 0.52% | 29 |
|
|
2024
Q4 | $1.03M | Buy |
6,083
+654
| +12% | +$111K | 0.45% | 28 |
|
|
2024
Q3 | $948K | Buy |
5,429
+296
| +6% | +$51.7K | 0.45% | 30 |
|
|
2024
Q2 | $823K | Sell |
5,133
-9
| -0.2% | -$1.44K | 0.47% | 27 |
|
|
2024
Q1 | $837K | Buy |
5,142
+198
| +4% | +$32.2K | 0.53% | 26 |
|
|
2023
Q4 | $739K | Buy |
+4,944
| New | +$739K | 0.6% | 23 |
|