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Base Wealth Management LLC’s Vanguard Value ETF VTV Stock Holding History

Base Wealth Management LLC’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.33M Buy
18,818
+3,158
+20% +$558K 2.13% 15
2025
Q1 		$2.71M Buy
+15,660
New +$2.71M 2.06% 15