Evolution 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
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $962K | Sell |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $929K | Hold |
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|
2023
Q3 | $857K | Hold |
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|
2023
Q2 | $883K | Buy |
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|
2023
Q1 | $584K | Hold |
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|
2022
Q4 | $593K | Hold |
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|
2022
Q3 | $522K | Hold |
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|
2022
Q2 | $557K | Hold |
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|
2022
Q1 | $624K | Buy |
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|
2021
Q4 | $504 | Sell |
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|
2021
Q3 | $464K | Sell |
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|
2021
Q2 | $6.48M | Buy |
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|
2021
Q1 | $5.86M | Buy |
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|
2020
Q4 | $4.84M | Sell |
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|
2020
Q3 | $7.74M | Buy |
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|
2020
Q2 | $5.61M | Sell |
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|
2020
Q1 | $7.78M | Sell |
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|
2019
Q4 | $15.1M | Buy |
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|
2019
Q3 | $9.25M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $11.7M | Buy |
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|
2018
Q4 | $7.57M | Buy |
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