Charles Schwab Investment Advisory’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
Q2 | – | Sell |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $204K | Sell |
|
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|
2023
Q2 | $377K | Buy |
|
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|
2023
Q1 | $337K | Buy |
|
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $526K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Buy |
|
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $450K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $375K | Buy |
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|
2014
Q1 | – | Sell |
|
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|
2013
Q4 | $426K | Buy |
|