Syverson Strege & Co’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 | $309K | Sell |
1,747
-20
| -1% | -$3.54K | 0.07% | 115 |
|
2025
Q1 | $305K | Buy |
1,767
+313
| +22% | +$54.1K | 0.1% | 60 |
|
2024
Q4 | $246K | Buy |
1,454
+3
| +0.2% | +$508 | 0.08% | 67 |
|
2024
Q3 | $253K | Buy |
1,451
+8
| +0.6% | +$1.4K | 0.08% | 55 |
|
2024
Q2 | $231K | Hold |
1,443
| – | – | 0.08% | 70 |
|
2024
Q1 | $235K | Sell |
1,443
-15
| -1% | -$2.44K | 0.08% | 65 |
|
2023
Q4 | $218K | Buy |
1,458
+1
| +0.1% | +$149 | 0.08% | 63 |
|
2023
Q3 | $201K | Buy |
1,457
+1
| +0.1% | +$138 | 0.09% | 58 |
|
2023
Q2 | $207K | Sell |
1,456
-418
| -22% | -$59.4K | 0.09% | 60 |
|
2023
Q1 | $259K | Sell |
1,874
-121
| -6% | -$16.7K | 0.11% | 52 |
|
2022
Q4 | $280K | Buy |
1,995
+123
| +7% | +$17.3K | 0.13% | 50 |
|
2022
Q3 | $231K | Hold |
1,872
| – | – | 0.12% | 61 |
|
2022
Q2 | $247K | Buy |
1,872
+104
| +6% | +$13.7K | 0.09% | 61 |
|
2022
Q1 | $261K | Hold |
1,768
| – | – | 0.28% | 53 |
|
2021
Q4 | $260K | Hold |
1,768
| – | – | 0.19% | 55 |
|
2021
Q3 | $239K | Hold |
1,768
| – | – | 0.19% | 52 |
|
2021
Q2 | $243K | Hold |
1,768
| – | – | 0.22% | 51 |
|
2021
Q1 | $232K | Hold |
1,768
| – | – | 0.24% | 51 |
|
2020
Q4 | $210K | Buy |
+1,768
| New | +$210K | 0.2% | 52 |
|