Bernardo Wealth Planning’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 | $2.02M | Sell |
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|
2025
Q2 | $1.91M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.04M | Buy |
|
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $877K | Buy |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $205K | Buy |
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