CM Wealth Advisors’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 | $571K | Hold |
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|
2025
Q2 | $542K | Hold |
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|
2025
Q1 | $527K | Hold |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $528K | Hold |
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|
2024
Q2 | $488K | Hold |
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|
2024
Q1 | $482K | Hold |
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|
2023
Q4 | $452K | Hold |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $415K | Hold |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $373M | Hold |
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|
2022
Q2 | $399K | Buy |
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