TFO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+1,184
| New | +$209K | 0.04% | 42 |
|
|
2023
Q4 | – | Sell |
-955
| Closed | -$136K | – | 1097 |
|
|
2023
Q3 | $136K | Buy |
+955
| New | +$136K | 0.03% | 57 |
|
|
2022
Q3 | – | Sell |
-1,954
| Closed | -$258K | – | 492 |
|
|
2022
Q2 | $258K | Buy |
1,954
+1,916
| +5,042% | +$253K | 0.06% | 41 |
|
|
2022
Q1 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 101 |
|