Blue Bell Private 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
$529K Buy
2025
Q2
$495K Buy
2025
Q1
$467K Buy
2024
Q4
$351K Buy
2024
Q3
$350K Buy
2024
Q2
$317K Buy
2024
Q1
$285K Buy
2023
Q4
$211K Buy
2023
Q3
$169K Buy
2023
Q2
$147K Buy
2023
Q1
$85.9K Buy
2022
Q4
$57K Sell
2022
Q3
$135K Sell
2022
Q2
$360K Buy
2022
Q1
$387K Buy
2020
Q3
Sell
2020
Q2
$10K Hold
2020
Q1
$9K Buy