Sweet Financial Partners’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $363K | Buy |
2,079
+45
| +2% | +$7.86K | 0.08% | 149 |
|
|
2024
Q2 | $326K | Sell |
2,034
-312
| -13% | -$50.1K | 0.07% | 153 |
|
|
2024
Q1 | $382K | Sell |
2,346
-10,346
| -82% | -$1.69M | 0.09% | 142 |
|
|
2023
Q4 | $1.9M | Buy |
12,692
+10,737
| +549% | +$1.61M | 0.45% | 48 |
|
|
2023
Q3 | $270K | Buy |
1,955
+5
| +0.3% | +$690 | 0.07% | 150 |
|
|
2023
Q2 | $277K | Buy |
1,950
+5
| +0.3% | +$711 | 0.07% | 145 |
|
|
2023
Q1 | $269K | Buy |
1,945
+8
| +0.4% | +$1.11K | 0.07% | 151 |
|
|
2022
Q4 | $272K | Buy |
+1,937
| New | +$272K | 0.08% | 145 |
|