Heritage Wealth Advisors’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 | $837K | Hold |
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|
2025
Q2 | $793K | Buy |
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|
2025
Q1 | $654K | Hold |
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|
2024
Q4 | $641K | Hold |
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|
2024
Q3 | $661K | Hold |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $9.21M | Sell |
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|
2023
Q4 | $8.49M | Buy |
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|
2023
Q3 | $28.3K | Hold |
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|
2023
Q2 | $29.1K | Sell |
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|
2023
Q1 | $31.4K | Buy |
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|
2022
Q4 | $28.8K | Hold |
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|
2022
Q3 | $25.3K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $30K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $133K | Sell |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $33K | Buy |
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|
2019
Q2 | $9.54K | Hold |
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|
2019
Q1 | $9.26K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $9K | Buy |
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