BWA
BlueSky 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 | $742K | Hold |
4,199
| – | – | 0.11% | 48 |
|
|
2025
Q1 | $725K | Hold |
4,199
| – | – | 0.11% | 47 |
|
|
2024
Q4 | $711K | Hold |
4,199
| – | – | 0.11% | 49 |
|
|
2024
Q3 | $733K | Sell |
4,199
-49
| -1% | -$8.55K | 0.11% | 49 |
|
|
2024
Q2 | $681K | Buy |
+4,248
| New | +$681K | 0.11% | 48 |
|
|
2024
Q1 | – | Sell |
-4,199
| Closed | -$628K | – | 65 |
|
|
2023
Q4 | $628K | Sell |
4,199
-197
| -4% | -$29.5K | 0.12% | 45 |
|
|
2023
Q3 | $606K | Buy |
4,396
+197
| +5% | +$27.2K | 0.12% | 45 |
|
|
2023
Q2 | $597K | Hold |
4,199
| – | – | 0.12% | 45 |
|
|
2023
Q1 | $580K | Sell |
4,199
-14
| -0.3% | -$1.93K | 0.12% | 44 |
|
|
2022
Q4 | $591K | Buy |
4,213
+14
| +0.3% | +$1.97K | 0.13% | 42 |
|
|
2022
Q3 | $518K | Hold |
4,199
| – | – | 0.12% | 43 |
|
|
2022
Q2 | $554K | Hold |
4,199
| – | – | 0.12% | 40 |
|
|
2022
Q1 | $621K | Hold |
4,199
| – | – | 0.12% | 43 |
|
|
2021
Q4 | $618K | Hold |
4,199
| – | – | 0.11% | 40 |
|
|
2021
Q3 | $568K | Hold |
4,199
| – | – | 0.11% | 39 |
|
|
2021
Q2 | $582K | Hold |
4,199
| – | – | 0.11% | 39 |
|
|
2021
Q1 | $561K | Buy |
+4,199
| New | +$561K | 0.13% | 35 |
|