Endowment Wealth Management’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 | $1.17M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $984K | Sell |
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|
2024
Q4 | $983K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $355K | Buy |
|
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $401K | Buy |
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