WealthPlan Investment Management’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 | $429K | Buy |
2,426
+657
| +37% | +$116K | 0.03% | 254 |
|
|
2025
Q1 | $306K | Buy |
1,769
+10
| +0.6% | +$1.73K | 0.03% | 221 |
|
|
2024
Q4 | $298K | Hold |
1,759
| – | – | 0.03% | 222 |
|
|
2024
Q3 | $307K | Buy |
+1,759
| New | +$307K | 0.03% | 206 |
|
|
2024
Q1 | – | Sell |
-1,759
| Closed | -$263K | – | 203 |
|
|
2023
Q4 | $263K | Buy |
+1,759
| New | +$263K | 0.04% | 163 |
|
|
2023
Q1 | – | Sell |
-7,723
| Closed | -$1.12M | – | 580 |
|
|
2022
Q4 | $1.12M | Buy |
7,723
+454
| +6% | +$65.8K | 0.08% | 168 |
|
|
2022
Q3 | $1.03M | Buy |
+7,269
| New | +$1.03M | 0.08% | 164 |
|
|
2022
Q1 | $989K | Buy |
+7,028
| New | +$989K | 0.07% | 173 |
|