Falcon Wealth Planning’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 | $17.9M | Sell |
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|
2025
Q2 | $17.8M | Sell |
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|
2025
Q1 | $17.8M | Buy |
|
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|
2024
Q4 | $15.8M | Buy |
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|
2024
Q3 | $15.8M | Buy |
|
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $21.4M | Sell |
|
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|
2023
Q4 | $34.4M | Sell |
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|
2023
Q3 | $45M | Buy |
|
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|
2023
Q2 | $43.7M | Buy |
|
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|
2023
Q1 | $40.3M | Buy |
|
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|
2022
Q4 | $37.6M | Buy |
|
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|
2022
Q3 | $29.8M | Buy |
|
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|
2022
Q2 | $28.4M | Buy |
|
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|
2022
Q1 | $30.1M | Buy |
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|
2021
Q4 | $28M | Buy |
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|
2021
Q3 | $25M | Buy |
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|
2021
Q2 | $23.1M | Buy |
|
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|
2021
Q1 | $21M | Buy |
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|
2020
Q4 | $17.6M | Buy |
|