Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $7.98M | Buy |
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|
2024
Q1 | $6.85M | Buy |
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|
2023
Q4 | $5.72M | Buy |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $11.4K | Sell |
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|
2023
Q1 | $14.9K | Hold |
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|
2022
Q4 | $15.2K | Hold |
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|
2022
Q3 | $13.3K | Hold |
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|
2022
Q2 | $14.2K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $15.9K | Hold |
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|
2021
Q3 | $14.6K | Hold |
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|
2021
Q2 | $14.8K | Hold |
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|
2021
Q1 | $14.2K | Hold |
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|
2020
Q4 | $12.8K | Hold |
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|
2020
Q3 | $11.3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $16.2K | Buy |
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