Benchmark Financial Wealth Advisors’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 | $269K | Buy |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $284K | Hold |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $454K | Sell |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $2.84M | Sell |
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|
2020
Q4 | $2.57M | Sell |
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|
2020
Q3 | $2.39M | Sell |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $4.44M | Sell |
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|
2019
Q4 | $6.29M | Buy |
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|
2019
Q3 | $5.74M | Sell |
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|
2019
Q2 | $6.21M | Sell |
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|
2019
Q1 | $6.07M | Sell |
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|
2018
Q4 | $5.61M | Buy |
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