Hillcrest 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 | $4.2M | Hold |
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|
2025
Q2 | $3.98M | Sell |
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|
2025
Q1 | $4.14M | Hold |
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|
2024
Q4 | $4.06M | Sell |
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|
2024
Q3 | $4.27M | Hold |
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|
2024
Q2 | $3.93M | Hold |
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|
2024
Q1 | $3.99M | Hold |
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|
2023
Q4 | $3.66M | Hold |
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|
2023
Q3 | $3.38M | Hold |
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|
2023
Q2 | $3.48M | Hold |
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|
2023
Q1 | $3.38M | Hold |
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|
2022
Q4 | $3.43M | Hold |
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|
2022
Q3 | $3.02M | Hold |
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|
2022
Q2 | $3.23M | Hold |
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|
2022
Q1 | $3.62M | Sell |
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|
2021
Q4 | $3.68M | Hold |
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|
2021
Q3 | $3.38M | Hold |
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|
2021
Q2 | $3.44M | Sell |
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|
2021
Q1 | $4.43M | Hold |
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|
2020
Q4 | $4.01M | Sell |
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|
2020
Q3 | $3.72M | Buy |
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|
2020
Q2 | $3.37M | Hold |
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|
2020
Q1 | $3.01M | Buy |
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|
2019
Q4 | $3.83M | Buy |
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|
2019
Q3 | $3.49M | Hold |
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|
2019
Q2 | $3.47M | Hold |
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|
2019
Q1 | $3.37M | Sell |
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|
2018
Q4 | $3.25M | Buy |
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