Capital Advisors 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 | $1.54M | Buy |
|
|||||
|
2025
Q2 | $1.4M | Sell |
|
|||||
|
2025
Q1 | $1.4M | Buy |
|
|||||
|
2024
Q4 | $1.34M | Sell |
|
|||||
|
2024
Q3 | $1.73M | Buy |
|
|||||
|
2024
Q2 | $1.31M | Sell |
|
|||||
|
2024
Q1 | $1.35M | Sell |
|
|||||
|
2023
Q4 | $1.67M | Sell |
|
|||||
|
2023
Q3 | $1.59M | Sell |
|
|||||
|
2023
Q2 | $2.52M | Buy |
|
|||||
|
2023
Q1 | $2.24M | Buy |
|
|||||
|
2022
Q4 | $2.2M | Buy |
|
|||||
|
2022
Q3 | $1.78M | Buy |
|
|||||
|
2022
Q2 | $796K | Buy |
|
|||||
|
2022
Q1 | $557K | Buy |
|
|||||
|
2021
Q4 | $420K | Buy |
|
|||||
|
2021
Q3 | $366K | Buy |
|