Tanglewood Legacy Advisors’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 | $721K | Hold |
4,080
| – | – | 0.3% | 48 |
|
|
2025
Q1 | $705K | Sell |
4,080
-100
| -2% | -$17.3K | 0.31% | 46 |
|
|
2024
Q4 | $708K | Buy |
4,180
+379
| +10% | +$64.2K | 0.3% | 47 |
|
|
2024
Q3 | $664K | Hold |
3,801
| – | – | 0.29% | 47 |
|
|
2024
Q2 | $610K | Hold |
3,801
| – | – | 0.29% | 46 |
|
|
2024
Q1 | $619K | Hold |
3,801
| – | – | 0.31% | 46 |
|
|
2023
Q4 | $568K | Sell |
3,801
-1,781
| -32% | -$266K | 0.31% | 47 |
|
|
2023
Q3 | $770K | Hold |
5,582
| – | – | 0.46% | 35 |
|
|
2023
Q2 | $793K | Buy |
5,582
+983
| +21% | +$140K | 0.46% | 35 |
|
|
2023
Q1 | $635K | Buy |
+4,599
| New | +$635K | 0.41% | 38 |
|