Encompass 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 | $518K | Sell |
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|
2025
Q2 | $551K | Hold |
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|
2025
Q1 | $539K | Hold |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $349K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $295K | Buy |
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