Transform Wealth’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
Q1 | $530K | Buy |
3,066
+40
| +1% | +$6.91K | 0.03% | 170 |
|
|
2024
Q4 | $512K | Buy |
3,026
+1,473
| +95% | +$249K | 0.03% | 182 |
|
|
2024
Q3 | $271K | Sell |
1,553
-57
| -4% | -$9.95K | 0.02% | 190 |
|
|
2024
Q2 | $260K | Sell |
1,610
-92
| -5% | -$14.9K | 0.02% | 188 |
|
|
2024
Q1 | $277K | Buy |
+1,702
| New | +$277K | 0.03% | 190 |
|