Alera Investment Advisors’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
Q2 | – | Sell |
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|
2024
Q1 | $1.39M | Hold |
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|
2023
Q4 | $1.27M | Hold |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.2M | Hold |
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|
2022
Q3 | $1.05M | Hold |
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|
2022
Q2 | $1.13M | Hold |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q3 | $1.19M | Hold |
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|
2020
Q2 | $1.13M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $45K | Sell |
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|
2018
Q4 | $81K | Buy |
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