WOSD
WFA of San Diego’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-189
| Closed | -$30.3K | – | 416 |
|
|
2024
Q2 | $30.3K | Buy |
+189
| New | +$30.3K | 0.03% | 215 |
|
|
2023
Q3 | $26.1K | Hold |
189
| – | – | 0.03% | 221 |
|
|
2023
Q2 | $26.9K | Buy |
+189
| New | +$26.9K | 0.03% | 219 |
|
|
2023
Q1 | – | Sell |
-189
| Closed | -$26.5K | – | 424 |
|
|
2022
Q4 | $26.5K | Buy |
+189
| New | +$26.5K | 0.02% | 263 |
|