Taylor Financial Group’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 | $2.58M | Buy |
14,605
+1,671
| +13% | +$295K | 1.61% | 15 |
|
2025
Q1 | $2.23M | Buy |
12,934
+614
| +5% | +$106K | 1.55% | 15 |
|
2024
Q4 | $2.09M | Buy |
12,320
+1,609
| +15% | +$272K | 1.45% | 19 |
|
2024
Q3 | $1.87M | Buy |
10,711
+1,453
| +16% | +$254K | 1.29% | 21 |
|
2024
Q2 | $1.49M | Buy |
9,258
+1,441
| +18% | +$231K | 1.14% | 24 |
|
2024
Q1 | $1.27M | Buy |
7,817
+582
| +8% | +$94.8K | 0.97% | 25 |
|
2023
Q4 | $1.08M | Buy |
+7,235
| New | +$1.08M | 0.89% | 30 |
|