9258 Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$415K Buy
2024
Q2
$366K Buy
2024
Q1
$286K Hold
2023
Q4
$263K Buy
2023
Q3
$238K Sell
2023
Q2
$248K Buy
2023
Q1
$241K Buy
2022
Q4
$235K Buy
2022
Q3
Sell
2022
Q2
$226K Buy