Wealth Management Resources’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 | $4.56M | Buy |
25,789
+1,424
| +6% | +$252K | 1.56% | 16 |
|
|
2025
Q1 | $4.21M | Buy |
24,365
+1,198
| +5% | +$207K | 1.53% | 16 |
|
|
2024
Q4 | $3.92M | Buy |
23,167
+15,585
| +206% | +$2.64M | 1.45% | 16 |
|
|
2024
Q3 | $1.32M | Buy |
7,582
+1,188
| +19% | +$207K | 0.53% | 24 |
|
|
2024
Q2 | $1.03M | Buy |
6,394
+240
| +4% | +$38.5K | 0.44% | 26 |
|
|
2024
Q1 | $1M | Buy |
6,154
+1,317
| +27% | +$215K | 0.43% | 29 |
|
|
2023
Q4 | $723K | Buy |
4,837
+1,369
| +39% | +$205K | 0.34% | 31 |
|
|
2023
Q3 | $478K | Buy |
+3,468
| New | +$478K | 0.23% | 35 |
|