BWA
Blodgett Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Hold |
10,153
| – | – | 1.41% | 13 |
|
|
2025
Q1 | $1.75M | Buy |
10,153
+288
| +3% | +$49.7K | 1.49% | 14 |
|
|
2024
Q4 | $1.67M | Buy |
9,865
+4
| +0% | +$677 | 1.31% | 13 |
|
|
2024
Q3 | $1.72M | Sell |
9,861
-491
| -5% | -$85.7K | 1.45% | 12 |
|
|
2024
Q2 | $1.66M | Sell |
10,352
-42
| -0.4% | -$6.74K | 1.41% | 14 |
|
|
2024
Q1 | $1.69M | Buy |
10,394
+772
| +8% | +$126K | 1.53% | 15 |
|
|
2023
Q4 | $1.44M | Sell |
9,622
-3,975
| -29% | -$594K | 1.47% | 16 |
|
|
2023
Q3 | $1.88M | Buy |
13,597
+115
| +0.9% | +$15.9K | 2.06% | 8 |
|
|
2023
Q2 | $1.92M | Sell |
13,482
-225
| -2% | -$32K | 1.98% | 12 |
|
|
2023
Q1 | $1.89M | Sell |
13,707
-500
| -4% | -$69.1K | 2.19% | 10 |
|
|
2022
Q4 | $1.99M | Buy |
14,207
+500
| +4% | +$70.2K | 2.42% | 10 |
|
|
2022
Q3 | $1.69M | Sell |
13,707
-25
| -0.2% | -$3.09K | 2.03% | 13 |
|
|
2022
Q2 | $1.81M | Buy |
13,732
+1,942
| +16% | +$256K | 1.98% | 13 |
|
|
2022
Q1 | $1.74M | Buy |
11,790
+1,345
| +13% | +$199K | 1.45% | 16 |
|
|
2021
Q4 | $1.54M | Buy |
+10,445
| New | +$1.54M | 1.19% | 19 |
|