Icon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $608K | Buy |
|
|||||
|
2023
Q2 | $626K | Buy |
|
|||||
|
2023
Q1 | $608K | Buy |
|
|||||
|
2022
Q2 | $575K | Sell |
|
|||||
|
2022
Q1 | $646K | Buy |
|
|||||
|
2021
Q4 | $640K | Buy |
|
|||||
|
2021
Q3 | $588K | Buy |
|
|||||
|
2021
Q2 | $597K | Buy |
|
|||||
|
2021
Q1 | $570K | Sell |
|
|||||
|
2020
Q4 | $520K | Buy |
|
|||||
|
2020
Q3 | $378K | Buy |
|
|||||
|
2020
Q2 | $360K | Buy |
|
|||||
|
2020
Q1 | $321K | Sell |
|
|||||
|
2019
Q4 | $1.21M | Buy |
|
|||||
|
2019
Q3 | $789K | Sell |
|
|||||
|
2019
Q2 | $784K | Buy |
|
|||||
|
2019
Q1 | $761K | Sell |
|
|||||
|
2018
Q4 | $692K | Buy |
|
|||||
|
2018
Q3 | $768K | Sell |
|
|||||
|
2018
Q2 | $769K | Sell |
|
|||||
|
2018
Q1 | $885K | Sell |
|
|||||
|
2017
Q4 | $1.18M | Buy |
|