Valtinson Bruner Financial Planning’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,321
Closed -$2.3M 119
2022
Q4
$2.3M Sell
16,321
-246
-1% -$34.7K 1.33% 27
2022
Q3
$2.05M Buy
16,567
+1,269
+8% +$157K 1.26% 30
2022
Q2
$2.02M Buy
+15,298
New +$2.02M 1.23% 29