Triad Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $313K | Sell |
2,267
-182
| -7% | -$25.1K | 0.11% | 74 |
|
|
2023
Q2 | $348K | Hold |
2,449
| – | – | 0.14% | 61 |
|
|
2023
Q1 | $338K | Sell |
2,449
-1,250
| -34% | -$173K | 0.15% | 61 |
|
|
2022
Q4 | $519K | Buy |
3,699
+666
| +22% | +$93.5K | 0.23% | 47 |
|
|
2022
Q3 | $375K | Buy |
3,033
+890
| +42% | +$110K | 0.2% | 58 |
|
|
2022
Q2 | $283K | Sell |
2,143
-2,054
| -49% | -$271K | 0.16% | 80 |
|
|
2022
Q1 | $620K | Buy |
4,197
+172
| +4% | +$25.4K | 0.33% | 38 |
|
|
2021
Q4 | $592K | Buy |
+4,025
| New | +$592K | 0.35% | 43 |
|