Wealth 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 | – | Sell |
-1,419
| Closed | -$245K | – | 159 |
|
|
2025
Q1 | $245K | Sell |
1,419
-650
| -31% | -$112K | 0.16% | 136 |
|
|
2024
Q4 | $350K | Buy |
2,069
+825
| +66% | +$140K | 0.23% | 98 |
|
|
2024
Q3 | $217K | Sell |
1,244
-837
| -40% | -$146K | 0.15% | 140 |
|
|
2024
Q2 | $334K | Buy |
2,081
+5
| +0.2% | +$802 | 0.24% | 106 |
|
|
2024
Q1 | $338K | Buy |
+2,076
| New | +$338K | 0.26% | 98 |
|