Heritage Investment Group’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 | $935K | Buy |
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|
2025
Q2 | $880K | Hold |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $842K | Sell |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $803K | Hold |
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|
2024
Q1 | $816K | Buy |
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|
2023
Q4 | $657K | Sell |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $879K | Buy |
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|
2022
Q3 | $772K | Buy |
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|
2022
Q2 | $824K | Buy |
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|
2022
Q1 | $903K | Buy |
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|
2021
Q4 | $891K | Buy |
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