Beacon Financial Advisory’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 | $3.77M | Buy |
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|
2025
Q2 | $3.39M | Buy |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $275K | Buy |
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