Appleton Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $337K | Sell |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $237K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $223K | Sell |
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|
2017
Q4 | $240K | Buy |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $215K | Buy |
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