Family 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
2025
Q2
$8.96M Sell
2025
Q1
$9.01M Buy
2024
Q4
$7.95M Buy
2024
Q3
$7.66M Buy
2024
Q2
$6.91M Buy
2024
Q1
$6.69M Buy
2023
Q4
$5.53M Buy
2023
Q3
$416K Hold
2023
Q2
$428K Sell
2023
Q1
$456K Sell
2022
Q4
$488K Sell
2022
Q3
$2.64M Buy