Williamson Legacy Group’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,787
Closed -$312K 134
2024
Q3
$312K Buy
1,787
+20
+1% +$3.49K 0.21% 94
2024
Q2
$283K Buy
+1,767
New +$283K 0.21% 85