UCIG
Ulrich Consultants & Investment Group’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.01M | Hold |
7,091
| – | – | 2.43% | 9 |
|
|
2023
Q1 | $979K | Sell |
7,091
-85
| -1% | -$11.7K | 2.05% | 10 |
|
|
2022
Q4 | $1.01M | Sell |
7,176
-1,360
| -16% | -$191K | 2.26% | 10 |
|
|
2022
Q3 | $1.05M | Sell |
8,536
-54
| -0.6% | -$6.67K | 0.81% | 38 |
|
|
2022
Q2 | $1.13M | Buy |
+8,590
| New | +$1.13M | 0.62% | 50 |
|