True Wealth Design’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 | $51.3K | Hold |
290
| – | – | 0.02% | 204 |
|
|
2025
Q1 | $50.1K | Hold |
290
| – | – | 0.02% | 181 |
|
|
2024
Q4 | $49.1K | Sell |
290
-93
| -24% | -$15.7K | 0.02% | 164 |
|
|
2024
Q3 | $66.9K | Hold |
383
| – | – | 0.03% | 92 |
|
|
2024
Q2 | $61.4K | Hold |
383
| – | – | 0.02% | 152 |
|
|
2024
Q1 | $62.4K | Hold |
383
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $57.3K | Sell |
383
-331
| -46% | -$49.5K | 0.02% | 149 |
|
|
2023
Q3 | $98.5K | Buy |
714
+76
| +12% | +$10.5K | 0.03% | 130 |
|
|
2023
Q2 | $90.6K | Buy |
638
+255
| +67% | +$36.2K | 0.03% | 128 |
|
|
2023
Q1 | $52.9K | Sell |
383
-409
| -52% | -$56.5K | 0.02% | 155 |
|
|
2022
Q4 | $111K | Buy |
+792
| New | +$111K | 0.05% | 123 |
|