Wealth Management Partners’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 | $1.18M | Buy |
6,639
+89
| +1% | +$15.9K | 0.42% | 53 |
|
|
2025
Q1 | $1.13M | Sell |
6,550
-39
| -0.6% | -$6.74K | 0.52% | 43 |
|
|
2024
Q4 | $1.12M | Buy |
6,589
+321
| +5% | +$54.3K | 0.48% | 48 |
|
|
2024
Q3 | $1.09M | Hold |
6,268
| – | – | 0.51% | 45 |
|
|
2024
Q2 | $1.01M | Sell |
6,268
-3
| -0% | -$481 | 0.49% | 44 |
|
|
2024
Q1 | $1.02M | Sell |
6,271
-378
| -6% | -$61.6K | 0.52% | 46 |
|
|
2023
Q4 | $994K | Sell |
6,649
-18
| -0.3% | -$2.69K | 0.55% | 44 |
|
|
2023
Q3 | $920K | Hold |
6,667
| – | – | 0.57% | 38 |
|
|
2023
Q2 | $947K | Buy |
6,667
+599
| +10% | +$85.1K | 0.6% | 39 |
|
|
2023
Q1 | $838K | Buy |
6,068
+68
| +1% | +$9.39K | 0.59% | 37 |
|
|
2022
Q4 | $852K | Hold |
6,000
| – | – | 0.71% | 36 |
|
|
2022
Q3 | $764K | Hold |
6,000
| – | – | 0.67% | 38 |
|
|
2022
Q2 | $825K | Sell |
6,000
-2,000
| -25% | -$275K | 0.72% | 36 |
|
|
2022
Q1 | $1.19M | Hold |
8,000
| – | – | 0.85% | 26 |
|
|
2021
Q4 | $1.14M | Buy |
8,000
+224
| +3% | +$32K | 0.79% | 30 |
|
|
2021
Q3 | $1.05M | Buy |
7,776
+909
| +13% | +$123K | 0.78% | 34 |
|
|
2021
Q2 | $944K | Buy |
6,867
+297
| +5% | +$40.8K | 0.66% | 43 |
|
|
2021
Q1 | $874K | Sell |
6,570
-1,127
| -15% | -$150K | 0.65% | 43 |
|
|
2020
Q4 | $935K | Buy |
+7,697
| New | +$935K | 0.73% | 40 |
|