Whitaker-Myers Wealth Managers’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 | $273K | Buy |
1,546
+108
| +8% | +$19.1K | 0.07% | 96 |
|
|
2025
Q1 | $248K | Buy |
1,438
+9
| +0.6% | +$1.56K | 0.07% | 102 |
|
|
2024
Q4 | $242K | Sell |
1,429
-113
| -7% | -$19.1K | 0.07% | 106 |
|
|
2024
Q3 | $269K | Sell |
1,542
-77
| -5% | -$13.4K | 0.09% | 89 |
|
|
2024
Q2 | $260K | Sell |
1,619
-1,761
| -52% | -$282K | 0.1% | 87 |
|
|
2024
Q1 | $550K | Sell |
3,380
-1,279
| -27% | -$208K | 0.23% | 55 |
|
|
2023
Q4 | $696K | Sell |
4,659
-4,471
| -49% | -$668K | 0.35% | 46 |
|
|
2023
Q3 | $1.26M | Sell |
9,130
-7,399
| -45% | -$1.02M | 0.78% | 26 |
|
|
2023
Q2 | $2.35M | Sell |
16,529
-142
| -0.9% | -$20.2K | 1.57% | 14 |
|
|
2023
Q1 | $2.3M | Buy |
16,671
+3,571
| +27% | +$493K | 1.78% | 13 |
|
|
2022
Q4 | $1.84M | Buy |
+13,100
| New | +$1.84M | 1.76% | 15 |
|