Stone Asset 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
2023
Q1
$338K Sell
2,448
-6,632
-73% -$916K 0.54% 25
2022
Q4
$1.27M Buy
9,080
+3,493
+63% +$490K 0.79% 21
2022
Q3
$690K Buy
5,587
+3,269
+141% +$404K 0.45% 25
2022
Q2
$306K Buy
+2,318
New +$306K 0.19% 42