Fusion Family Wealth’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 | $374K | Buy |
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|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $447K | Hold |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $428K | Hold |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $124K | Sell |
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|
2020
Q1 | $142K | Sell |
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|
2019
Q4 | $216K | Hold |
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|
2019
Q3 | $201K | Hold |
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $205K | Hold |
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|
2018
Q4 | $185K | Sell |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $216K | Sell |
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|
2017
Q3 | $218K | Buy |
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|
2017
Q2 | $171K | Buy |
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|
2017
Q1 | $158K | Buy |
|