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