Whipplewood 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
$1.13M Sell
6,370
-11,605
-65% -$2.05M 0.62% 38
2025
Q1
$1.09M Buy
17,975
+11,708
+187% +$709K 0.64% 36
2024
Q4
$1.06M Buy
+6,267
New +$1.06M 0.6% 41