Forvis Mazars 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 | $18.1M | Sell |
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|
2025
Q1 | $19.9M | Sell |
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|
2024
Q4 | $25.5M | Sell |
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|
2024
Q3 | $31.8M | Sell |
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|
2024
Q2 | $36.2M | Sell |
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|
2024
Q1 | $53.6M | Sell |
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|
2023
Q4 | $50.9M | Sell |
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|
2023
Q3 | $53.2M | Buy |
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|
2023
Q2 | $49.8M | Buy |
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|
2023
Q1 | $41.6M | Buy |
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|
2022
Q4 | $40.9M | Buy |
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|
2022
Q3 | $27.9M | Buy |
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|
2022
Q2 | $18.6M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $513K | Sell |
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|
2021
Q3 | $711K | Buy |
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|
2021
Q2 | $714K | Buy |
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|
2021
Q1 | $590K | Sell |
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|
2020
Q4 | $620K | Buy |
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