EP Wealth Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Sell |
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|
2025
Q1 | $4.1M | Sell |
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|
2024
Q4 | $4.32M | Sell |
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|
2024
Q3 | $4.54M | Sell |
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|
2024
Q2 | $5.01M | Sell |
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|
2024
Q1 | $5.51M | Buy |
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|
2023
Q4 | $5.19M | Sell |
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|
2023
Q3 | $4.62M | Sell |
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|
2023
Q2 | $4.67M | Buy |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $4.81M | Sell |
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|
2022
Q3 | $4.62M | Sell |
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|
2022
Q2 | $5.05M | Sell |
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|
2022
Q1 | $6.83M | Buy |
|