CWS Financial 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
Q2
$9.91M Sell
2025
Q1
$9.8M Buy
2024
Q4
$8.92M Buy
2024
Q3
$8.46M Buy
2024
Q2
$7.34M Buy
2024
Q1
$6.82M Buy
2023
Q4
$6.1M Buy
2023
Q3
$5.29M Buy
2023
Q2
$4.92M Buy
2023
Q1
$4.59M Buy
2022
Q4
$1.2M Sell
2022
Q3
$3.45M Buy
2022
Q2
$3.24M Buy
2022
Q1
$3.44M Buy
2021
Q4
$3.03M Buy
2021
Q2
$1.98M Buy
2021
Q1
$1.2M Buy
2020
Q4
$569K Buy
2020
Q3
$343K Buy
2020
Q2
$251K Buy