Berger Financial Group’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 | $15.2M | Buy |
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|
2025
Q2 | $14M | Buy |
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|
2025
Q1 | $13.6M | Sell |
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|
2024
Q4 | $13.6M | Buy |
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|
2024
Q3 | $13.9M | Buy |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $2.5M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $743K | Sell |
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|
2022
Q4 | $767K | Sell |
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|
2022
Q3 | $740K | Buy |
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|
2022
Q2 | $705K | Buy |
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|
2022
Q1 | $751K | Buy |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $592K | Buy |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $244K | Buy |
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