Blue Zone Wealth Advisors’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
$525K Buy
2024
Q1
Sell
2023
Q4
$254K Hold
2023
Q3
$234K Sell
2023
Q2
$327K Buy
2023
Q1
$207K Sell
2022
Q4
$421K Hold
2022
Q3
$370K Sell
2022
Q2
$528K Sell
2022
Q1
$630K Sell
2021
Q4
$749K Hold
2021
Q3
$689K Buy
2020
Q4
Sell
2020
Q3
$456K Sell
2020
Q2
$532K Hold
2020
Q1
$476K Sell
2019
Q4
$2.35M Buy