Financial Synergies 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
Q3 | $97.7M | Buy |
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|
2025
Q2 | $90.4M | Buy |
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|
2025
Q1 | $87.4M | Buy |
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|
2024
Q4 | $83.1M | Buy |
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|
2024
Q3 | $83.9M | Buy |
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|
2024
Q2 | $74.9M | Buy |
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|
2024
Q1 | $75.2M | Buy |
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|
2023
Q4 | $63.8M | Sell |
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|
2023
Q3 | $63M | Buy |
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|
2023
Q2 | $64M | Buy |
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|
2023
Q1 | $61.3M | Sell |
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|
2022
Q4 | $63.8M | Buy |
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|
2022
Q3 | $55.3M | Sell |
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|
2022
Q2 | $59.3M | Buy |
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|
2022
Q1 | $63.7M | Sell |
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|
2021
Q4 | $64.9M | Buy |
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|
2021
Q3 | $59.6M | Buy |
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|
2021
Q2 | $59.7M | Buy |
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|
2021
Q1 | $54.2M | Buy |
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|
2020
Q4 | $46.9M | Buy |
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|
2020
Q3 | $16.6M | Buy |
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|
2020
Q2 | $455K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Sell |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $284K | Buy |
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