Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $715K | Hold |
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|
2024
Q2 | $657K | Hold |
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|
2024
Q1 | $667K | Hold |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $580K | Hold |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $644K | Buy |
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|
2022
Q3 | $527K | Hold |
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|
2022
Q2 | $563K | Hold |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $649K | Hold |
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|
2021
Q3 | $597K | Hold |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $561K | Hold |
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|
2020
Q4 | $507K | Hold |
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|
2020
Q3 | $445K | Hold |
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|
2020
Q2 | $424K | Hold |
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|
2020
Q1 | $380K | Hold |
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|
2019
Q4 | $511K | Buy |
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