Vestia Personal Wealth Advisors’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	$286K	Sell	1,617 -263	-14%	-$46.5K	0.2%	75
2025 Q1	$325K	Buy	1,880 +253	+16%	+$43.7K	0.26%	59
2024 Q4	$276K	Buy	1,627 +109	+7%	+$18.5K	0.23%	71
2024 Q3	$265K	Buy	1,518 +3	+0.2%	+$524	0.25%	63
2024 Q2	$243K	Buy	+1,515	New	+$243K	0.26%	64