Golden State Equity Partners’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 | $1.09M | Sell |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $645K | Buy |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $214K | Buy |
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