GeoWealth 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 | $356K | Buy |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $495K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $20.7M | Buy |
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