United Advisor Group’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 | $5.44M | Buy |
30,709
+10,000
| +48% | +$1.77M | 0.94% | 22 |
|
|
2025
Q1 | $3.58M | Buy |
20,709
+1,928
| +10% | +$333K | 0.73% | 33 |
|
|
2024
Q4 | $3.18M | Buy |
18,781
+5,953
| +46% | +$1.01M | 0.63% | 38 |
|
|
2024
Q3 | $2.24M | Buy |
12,828
+1,157
| +10% | +$202K | 0.51% | 53 |
|
|
2024
Q2 | $1.87M | Buy |
11,671
+586
| +5% | +$94K | 0.58% | 50 |
|
|
2024
Q1 | $1.81M | Buy |
11,085
+732
| +7% | +$119K | 0.68% | 41 |
|
|
2023
Q4 | $1.55M | Buy |
+10,353
| New | +$1.55M | 1.86% | 11 |
|