Bogart Wealth LLC’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
Q2 | $580K | Sell |
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|
2025
Q1 | $574K | Sell |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $519K | Buy |
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|
2023
Q4 | $476K | Buy |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $84K | Buy |
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|
2021
Q4 | $76K | Sell |
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|
2021
Q3 | $110K | Buy |
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|
2021
Q2 | $71K | Buy |
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|
2021
Q1 | $57K | Sell |
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|
2020
Q4 | $256K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $49K | Sell |
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|
2020
Q1 | $927K | Sell |
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|
2019
Q4 | $13.1M | Buy |
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|
2019
Q3 | $36K | Sell |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $63K | Buy |
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|
2018
Q3 | $55K | Sell |
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|
2018
Q2 | $68K | Hold |
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|
2018
Q1 | $69K | Sell |
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|
2017
Q4 | $10.2M | Buy |
|