EFS
Edelman Financial Services’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,585
| Closed | -$729K | – | 27 |
|
|
2018
Q3 | $729K | Buy |
6,585
+29
| +0.4% | +$3.21K | 0.01% | 28 |
|
|
2018
Q2 | $681K | Buy |
6,556
+973
| +17% | +$101K | 0.01% | 28 |
|
|
2018
Q1 | $576K | Sell |
5,583
-732
| -12% | -$75.5K | 0.01% | 28 |
|
|
2017
Q4 | $671K | Buy |
6,315
+514
| +9% | +$54.6K | 0.01% | 22 |
|
|
2017
Q3 | $579K | Buy |
5,801
+113
| +2% | +$11.3K | 0.01% | 22 |
|
|
2017
Q2 | $549K | Sell |
5,688
-52
| -0.9% | -$5.02K | 0.01% | 22 |
|
|
2017
Q1 | $547K | Sell |
5,740
-21
| -0.4% | -$2K | 0.01% | 17 |
|
|
2016
Q4 | $536K | Sell |
5,761
-4
| -0.1% | -$372 | 0.01% | 16 |
|
|
2016
Q3 | $502K | Buy |
5,765
+301
| +6% | +$26.2K | 0.01% | 16 |
|
|
2016
Q2 | $464K | Buy |
5,464
+359
| +7% | +$30.5K | 0.01% | 16 |
|
|
2016
Q1 | $421K | Sell |
5,105
-23
| -0.4% | -$1.9K | 0.01% | 17 |
|
|
2015
Q4 | $418K | Sell |
5,128
-1,023
| -17% | -$83.4K | 0.01% | 18 |
|
|
2015
Q3 | $472K | Sell |
6,151
-3,465
| -36% | -$266K | 0.01% | 17 |
|
|
2015
Q2 | $802K | Sell |
9,616
-130
| -1% | -$10.8K | 0.01% | 17 |
|
|
2015
Q1 | $816K | Buy |
9,746
+20
| +0.2% | +$1.68K | 0.01% | 17 |
|
|
2014
Q4 | $822K | Buy |
9,726
+718
| +8% | +$60.7K | 0.01% | 16 |
|
|
2014
Q3 | $731K | Buy |
9,008
+801
| +10% | +$65K | 0.01% | 16 |
|
|
2014
Q2 | $664K | Sell |
8,207
-448
| -5% | -$36.2K | 0.01% | 16 |
|
|
2014
Q1 | $676K | Buy |
8,655
+105
| +1% | +$8.2K | 0.01% | 16 |
|
|
2013
Q4 | $653K | Sell |
8,550
-721
| -8% | -$55.1K | 0.01% | 15 |
|
|
2013
Q3 | $647K | Sell |
9,271
-94
| -1% | -$6.56K | 0.01% | 17 |
|
|
2013
Q2 | $633K | Buy |
+9,365
| New | +$633K | 0.01% | 17 |
|