BigSur Wealth 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 | $300K | Hold |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $48.4K | Hold |
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|
2024
Q1 | $48.9K | Hold |
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|
2023
Q4 | $44.9K | Hold |
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|
2023
Q3 | $41.4K | Hold |
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|
2023
Q2 | $42.6K | Hold |
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|
2023
Q1 | $41.4K | Hold |
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|
2022
Q4 | $42.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $155K | Buy |
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