Annex Advisory Services’s Vanguard Value ETF VTV Stock Holding History

Annex Advisory Services’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$287K	Buy
2025 Q2	$264K	Sell
2025 Q1	$587K	Sell
2024 Q4	$588K	Buy
2024 Q3	$265K	Buy
2022 Q2	–	Sell
2022 Q1	$327K	Buy
2021 Q4	$275K	Buy
2021 Q3	–	Sell
2021 Q2	$244K	Buy
2021 Q1	$224K	Buy