Beese Fulmer Investment Management’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 | $1.05M | Buy |
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|
2025
Q2 | $979K | Buy |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $846K | Buy |
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|
2024
Q2 | $745K | Buy |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $686K | Buy |
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|
2023
Q3 | $618K | Buy |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $542K | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $575K | Sell |
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|
2021
Q3 | $536K | Buy |
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|
2021
Q2 | $540K | Sell |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $552K | Sell |
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|
2020
Q3 | $510K | Sell |
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|
2020
Q2 | $496K | Hold |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $556K | Sell |
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|
2019
Q3 | $519K | Hold |
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|
2019
Q2 | $515K | Buy |
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|
2019
Q1 | $499K | Hold |
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|
2018
Q4 | $454K | Sell |
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|
2018
Q3 | $514K | Sell |
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|
2018
Q2 | $503K | Buy |
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|
2018
Q1 | $482K | Sell |
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|
2017
Q4 | $594K | Hold |
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|
2017
Q3 | $558K | Sell |
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|
2017
Q2 | $581K | Buy |
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|
2017
Q1 | $562K | Hold |
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|
2016
Q4 | $548K | Buy |
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|
2016
Q3 | $477K | Buy |
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|
2016
Q2 | $450K | Buy |
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|
2016
Q1 | $413K | Sell |
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|
2015
Q4 | $424K | Buy |
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|
2015
Q3 | $394K | Buy |
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|
2015
Q2 | $364K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $410K | Sell |
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|
2014
Q3 | $401K | Sell |
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|
2014
Q2 | $441K | Buy |
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|
2014
Q1 | $322K | Hold |
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|
2013
Q4 | $315K | Buy |
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|
2013
Q3 | $250K | Sell |
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|
2013
Q2 | $489K | Buy |
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