Wealthstream 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 | $1.27M | Hold |
7,184
| – | – | 0.21% | 43 |
|
|
2025
Q1 | $1.24M | Buy |
7,184
+41
| +0.6% | +$7.08K | 0.23% | 35 |
|
|
2024
Q4 | $1.21M | Buy |
7,143
+236
| +3% | +$40K | 0.22% | 38 |
|
|
2024
Q3 | $1.21M | Buy |
6,907
+78
| +1% | +$13.6K | 0.22% | 35 |
|
|
2024
Q2 | $1.1M | Sell |
6,829
-344
| -5% | -$55.2K | 0.4% | 38 |
|
|
2024
Q1 | $1.17M | Buy |
7,173
+1,702
| +31% | +$277K | 0.44% | 33 |
|
|
2023
Q4 | $818K | Buy |
5,471
+13
| +0.2% | +$1.94K | 0.34% | 48 |
|
|
2023
Q3 | $753K | Buy |
5,458
+33
| +0.6% | +$4.55K | 0.39% | 39 |
|
|
2023
Q2 | $771K | Buy |
5,425
+35
| +0.6% | +$4.97K | 0.4% | 38 |
|
|
2023
Q1 | $744K | Buy |
5,390
+13
| +0.2% | +$1.8K | 0.44% | 31 |
|
|
2022
Q4 | $755K | Buy |
5,377
+50
| +0.9% | +$7.02K | 0.49% | 30 |
|
|
2022
Q3 | $658K | Buy |
5,327
+89
| +2% | +$11K | 0.71% | 23 |
|
|
2022
Q2 | $691K | Buy |
5,238
+141
| +3% | +$18.6K | 0.7% | 22 |
|
|
2022
Q1 | $753K | Buy |
5,097
+26
| +0.5% | +$3.84K | 0.66% | 23 |
|
|
2021
Q4 | $746K | Buy |
+5,071
| New | +$746K | 0.64% | 23 |
|