Vance Wealth’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 |
-2,737
| Closed | -$384K | – | 78 |
|
2022
Q4 | $384K | Hold |
2,737
| – | – | 0.24% | 47 |
|
2022
Q3 | $338K | Sell |
2,737
-566
| -17% | -$69.9K | 0.26% | 46 |
|
2022
Q2 | $436K | Sell |
3,303
-1,011
| -23% | -$133K | 0.34% | 35 |
|
2022
Q1 | $638K | Sell |
4,314
-731
| -14% | -$108K | 0.81% | 21 |
|
2021
Q4 | $742K | Buy |
+5,045
| New | +$742K | 0.73% | 12 |
|