Wetzel Investment 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 | $13.6M | Buy |
76,270
+38,785
| +103% | +$6.89M | 6.2% | 3 |
|
|
2025
Q1 | $6.48M | Buy |
37,485
+1,982
| +6% | +$342K | 3.26% | 6 |
|
|
2024
Q4 | $6.01M | Buy |
35,503
+3,630
| +11% | +$615K | 2.99% | 7 |
|
|
2024
Q3 | $5.56M | Buy |
31,873
+10,612
| +50% | +$1.85M | 2.8% | 8 |
|
|
2024
Q2 | $3.46M | Buy |
21,261
+50
| +0.2% | +$8.14K | 1.98% | 13 |
|
|
2024
Q1 | $3.28M | Buy |
21,211
+1,026
| +5% | +$159K | 1.93% | 13 |
|
|
2023
Q4 | $3.02M | Buy |
+20,185
| New | +$3.02M | 1.85% | 14 |
|