BTWM
Baker Tilly Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
2,654
-992
| -27% | -$175K | 0.17% | 130 |
|
|
2025
Q1 | $630K | Sell |
3,646
-31,672
| -90% | -$5.47M | 0.25% | 102 |
|
|
2024
Q4 | $5.98M | Buy |
+35,318
| New | +$5.98M | 2.34% | 7 |
|
|
2024
Q1 | – | Sell |
-4,890
| Closed | -$731K | – | 474 |
|
|
2023
Q4 | $731K | Buy |
+4,890
| New | +$731K | 0.12% | 186 |
|
|
2023
Q1 | – | Sell |
-25,732
| Closed | -$3.61M | – | 579 |
|
|
2022
Q4 | $3.61M | Buy |
+25,732
| New | +$3.61M | 0.44% | 54 |
|
|
2021
Q3 | – | Sell |
-1,866
| Closed | -$257K | – | 522 |
|
|
2021
Q2 | $257K | Sell |
1,866
-60
| -3% | -$8.26K | 0.04% | 426 |
|
|
2021
Q1 | $253K | Buy |
1,926
+225
| +13% | +$29.6K | 0.05% | 403 |
|
|
2020
Q4 | $202K | Buy |
+1,701
| New | +$202K | 0.06% | 326 |
|