SteelPeak 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 | $1.2M | Sell |
6,727
-3,141
| -32% | -$558K | 0.05% | 242 |
|
|
2025
Q1 | $1.7M | Sell |
9,868
-11,050
| -53% | -$1.91M | 0.07% | 190 |
|
|
2024
Q4 | $3.54M | Sell |
20,918
-52,701
| -72% | -$8.92M | 0.14% | 110 |
|
|
2024
Q3 | $12.9M | Buy |
+73,619
| New | +$12.9M | 0.56% | 40 |
|
|
2024
Q1 | – | Sell |
-25,456
| Closed | -$3.81M | – | 477 |
|
|
2023
Q4 | $3.81M | Buy |
+25,456
| New | +$3.81M | 0.22% | 93 |
|