FSM Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

FSM Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Buy	2,391 +1	+0%	+$209	0.06%	182
2026 Q1	$469K	Sell	2,390 -336	-12%	-$67.3K	0.06%	173
2025 Q4	$521K	Buy	2,726 +190	+7%	+$35.7K	0.07%	162
2025 Q3	$473K	Hold	2,536	–	–	0.07%	180
2025 Q2	$452K	Buy	2,536 +1,115	+78%	+$188K	0.07%	171
2025 Q1	$245K	Hold	1,421	–	–	0.06%	179
2024 Q4	$247K	Hold	1,421	–	–	0.06%	158
2024 Q3	$248K	Hold	1,421	–	–	0.07%	151
2024 Q2	$228K	Sell	1,421 -268	-16%	-$42.8K	0.08%	142
2024 Q1	$275K	Sell	1,689 -1,102	-39%	-$170K	0.1%	129
2023 Q4	$417K	Buy	2,791 +523	+23%	+$73.6K	0.18%	91
2023 Q3	$313K	Sell	2,268 -122	-5%	-$17.5K	0.16%	105
2023 Q2	$341K	Buy	2,390 +574	+32%	+$79.7K	0.17%	105
2023 Q1	$251K	Hold	1,816	–	–	0.15%	129
2022 Q4	$255K	Hold	1,816	–	–	0.18%	117
2022 Q3	$224K	Sell	1,816 -21	-1%	-$2.84K	0.19%	121
2022 Q2	$253K	Buy	+1,837	New	+$259K	0.25%	95

Other funds holding VTV

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return