Cassady Schiller 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
2024
Q4
$42.7M Buy
2024
Q3
$43.5M Sell
2024
Q2
$41.3M Buy
2024
Q1
$38.2M Buy
2023
Q4
$33M Buy
2023
Q3
$29.4M Buy
2023
Q2
$29M Buy
2023
Q1
$26.6M Buy
2022
Q4
$22.8M Buy
2022
Q3
$18.9M Buy
2022
Q2
$18.1M Buy
2022
Q1
$14.6M Buy
2021
Q4
$12.3M Buy