GWSA
Global Wealth Strategies & Associates’s Vanguard Value ETF VTV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $240K | Sell |
1,357
-25
| -2% | -$4.42K | 0.07% | 52 |
|
2025
Q1 | $239K | Sell |
1,382
-50
| -3% | -$8.64K | 0.07% | 49 |
|
2024
Q4 | $242K | Sell |
1,432
-265
| -16% | -$44.9K | 0.08% | 49 |
|
2024
Q3 | $296K | Buy |
1,697
+127
| +8% | +$22.2K | 0.1% | 34 |
|
2024
Q2 | $252K | Hold |
1,570
| – | – | 0.09% | 34 |
|
2024
Q1 | $256K | Buy |
1,570
+68
| +5% | +$11.1K | 0.1% | 36 |
|
2023
Q4 | $225K | Sell |
1,502
-3,263
| -68% | -$488K | 0.09% | 35 |
|
2023
Q3 | $657K | Sell |
4,765
-59,426
| -93% | -$8.2M | 0.31% | 27 |
|
2023
Q2 | $9.12M | Buy |
64,191
+3,389
| +6% | +$482K | 4.28% | 8 |
|
2023
Q1 | $8.4M | Buy |
60,802
+15,681
| +35% | +$2.17M | 4.34% | 8 |
|
2022
Q4 | $6.33M | Buy |
+45,121
| New | +$6.33M | 3.68% | 6 |
|