SwitchPoint Financial Planning’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	$3.12M	Buy	17,673 +2,155	+14%	+$381K	2.56%	10
2025 Q1	$2.68M	Hold	15,518	–	–	2.54%	10
2024 Q4	$2.63M	Buy	+15,518	New	+$2.63M	2.52%	9