Wiser Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
11,014
-777
| -7% | -$137K | 3.38% | 10 |
|
|
2025
Q1 | $2.04M | Sell |
11,791
-23
| -0.2% | -$3.97K | 3.01% | 9 |
|
|
2024
Q4 | $2M | Sell |
11,814
-283
| -2% | -$47.9K | 2.91% | 10 |
|
|
2024
Q3 | $2.11M | Sell |
12,097
-175
| -1% | -$30.6K | 3.15% | 9 |
|
|
2024
Q2 | $1.97M | Sell |
12,272
-224
| -2% | -$35.9K | 3.1% | 10 |
|
|
2024
Q1 | $2.04M | Sell |
12,496
-366
| -3% | -$59.6K | 3.19% | 8 |
|
|
2023
Q4 | $1.92M | Buy |
+12,862
| New | +$1.92M | 3.2% | 7 |
|