TW
TritonPoint Wealth’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
14,083
+400
| +3% | +$71.1K | 0.23% | 102 |
|
|
2025
Q1 | $2.36M | Buy |
13,683
+792
| +6% | +$137K | 0.23% | 105 |
|
|
2024
Q4 | $2.18M | Sell |
12,891
-169
| -1% | -$28.6K | 0.2% | 111 |
|
|
2024
Q3 | $2.27M | Sell |
13,060
-2,459
| -16% | -$428K | 0.21% | 107 |
|
|
2024
Q2 | $2.51M | Sell |
15,519
-1,428
| -8% | -$231K | 0.24% | 96 |
|
|
2024
Q1 | $3.5M | Sell |
16,947
-6,459
| -28% | -$1.33M | 0.37% | 71 |
|
|
2023
Q4 | $3.5M | Buy |
+23,406
| New | +$3.5M | 0.34% | 77 |
|