Everhart Financial Group’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 | $141M | Buy |
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|
2025
Q2 | $121M | Buy |
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|
2025
Q1 | $107M | Buy |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $8.92M | Buy |
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|
2023
Q3 | $8.19M | Buy |
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|
2023
Q2 | $7.79M | Buy |
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|
2023
Q1 | $7.47M | Buy |
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|
2022
Q4 | $6.78M | Sell |
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|
2022
Q3 | $7.03M | Buy |
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|
2022
Q2 | $6.2M | Buy |
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|
2022
Q1 | $6.89M | Buy |
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|
2021
Q4 | $6.73M | Sell |
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|
2021
Q3 | $6.28M | Sell |
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|
2021
Q2 | $6.96M | Buy |
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|
2021
Q1 | $4.62M | Buy |
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|
2020
Q4 | $3.96M | Buy |
|