True Link 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
12,857
-709
| -5% | -$125K | 0.16% | 24 |
|
|
2025
Q1 | $2.34M | Buy |
13,566
+12,258
| +937% | +$2.12M | 0.17% | 24 |
|
|
2024
Q4 | $221K | Buy |
+1,308
| New | +$221K | 0.02% | 68 |
|
|
2022
Q3 | – | Sell |
-1,658
| Closed | -$219K | – | 135 |
|
|
2022
Q2 | $219K | Sell |
1,658
-129
| -7% | -$17K | 0.03% | 116 |
|
|
2022
Q1 | $264K | Buy |
1,787
+11
| +0.6% | +$1.63K | 0.04% | 111 |
|
|
2021
Q4 | $261K | Hold |
1,776
| – | – | 0.03% | 199 |
|
|
2021
Q3 | $240K | Hold |
1,776
| – | – | 0.03% | 190 |
|
|
2021
Q2 | $244K | Sell |
1,776
-729
| -29% | -$100K | 0.04% | 154 |
|
|
2021
Q1 | $329K | Sell |
2,505
-900
| -26% | -$118K | 0.05% | 147 |
|
|
2020
Q4 | $405K | Buy |
+3,405
| New | +$405K | 0.06% | 122 |
|