Stanford Investment Group’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,037
| Closed | -$96K | – | 296 |
|
|
2016
Q4 | $96K | Hold |
1,037
| – | – | 0.05% | 93 |
|
|
2016
Q3 | $90K | Hold |
1,037
| – | – | 0.04% | 98 |
|
|
2016
Q2 | $88K | Hold |
1,037
| – | – | 0.04% | 98 |
|
|
2016
Q1 | $85K | Buy |
1,037
+650
| +168% | +$53.3K | 0.05% | 98 |
|
|
2015
Q4 | $32K | Hold |
387
| – | – | 0.02% | 173 |
|
|
2015
Q3 | $30K | Hold |
387
| – | – | 0.02% | 177 |
|
|
2015
Q2 | $32K | Hold |
387
| – | – | 0.02% | 178 |
|
|
2015
Q1 | $32K | Hold |
387
| – | – | 0.03% | 184 |
|
|
2014
Q4 | $33K | Buy |
+387
| New | +$33K | 0.03% | 177 |
|