IAA
Independent Advisor Alliance’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Sell |
22,476
-392
| -2% | -$69.3K | 0.11% | 151 |
|
|
2025
Q1 | $3.95M | Sell |
22,868
-97,445
| -81% | -$16.8M | 0.13% | 143 |
|
|
2024
Q4 | $20.4M | Buy |
120,313
+101,991
| +557% | +$17.3M | 0.27% | 79 |
|
|
2024
Q3 | $3.2M | Sell |
18,322
-11,628
| -39% | -$2.03M | 0.12% | 153 |
|
|
2024
Q2 | $4.8M | Buy |
29,950
+3,161
| +12% | +$507K | 0.16% | 106 |
|
|
2024
Q1 | $4.36M | Sell |
26,789
-24,747
| -48% | -$4.03M | 0.16% | 115 |
|
|
2023
Q4 | $7.42M | Buy |
51,536
+26,862
| +109% | +$3.87M | 0.27% | 69 |
|
|
2023
Q3 | $3.4M | Buy |
24,674
+11,471
| +87% | +$1.58M | 0.15% | 129 |
|
|
2023
Q2 | $1.88M | Buy |
13,203
+16
| +0.1% | +$2.27K | 0.08% | 207 |
|
|
2023
Q1 | $1.82M | Buy |
13,187
+6,191
| +88% | +$855K | 0.09% | 205 |
|
|
2022
Q4 | $982K | Buy |
6,996
+2,431
| +53% | +$341K | 0.34% | 44 |
|
|
2022
Q3 | $564K | Hold |
4,565
| – | – | 0.03% | 344 |
|
|
2022
Q2 | $602K | Buy |
+4,565
| New | +$602K | 0.03% | 340 |
|
|
2020
Q1 | – | Sell |
-85,965
| Closed | -$10.3M | – | 847 |
|
|
2019
Q4 | $10.3M | Buy |
+85,965
| New | +$10.3M | 0.45% | 49 |
|
|
2017
Q2 | – | Sell |
-23,959
| Closed | -$2.27M | – | 411 |
|
|
2017
Q1 | $2.27M | Buy |
+23,959
| New | +$2.27M | 0.36% | 77 |
|