DB Wealth Management Group’s Vanguard Value ETF VTV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $29.3K | Sell |
196
-120
| -38% | -$17.9K | 0.02% | 202 |
|
2023
Q3 | $43.6K | Hold |
316
| – | – | 0.03% | 168 |
|
2023
Q2 | $44.9K | Hold |
316
| – | – | 0.03% | 160 |
|
2023
Q1 | $43.6K | Buy |
316
+5
| +2% | +$691 | 0.03% | 158 |
|
2022
Q4 | $43.7K | Hold |
311
| – | – | 0.03% | 156 |
|
2022
Q3 | $38K | Hold |
311
| – | – | 0.03% | 170 |
|
2022
Q2 | $41K | Hold |
311
| – | – | 0.03% | 167 |
|
2022
Q1 | $46K | Hold |
311
| – | – | 0.03% | 174 |
|
2021
Q4 | $46K | Hold |
311
| – | – | 0.03% | 168 |
|
2021
Q3 | $42K | Hold |
311
| – | – | 0.03% | 173 |
|
2021
Q2 | $43K | Hold |
311
| – | – | 0.03% | 168 |
|
2021
Q1 | $41K | Hold |
311
| – | – | 0.03% | 171 |
|
2020
Q4 | $37K | Buy |
+311
| New | +$37K | 0.03% | 171 |
|