Confluence Wealth Services’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 | $1.53M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $531K | Buy |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $554K | Hold |
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|
2023
Q1 | $538K | Hold |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $429K | Buy |
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