Independent Solutions Wealth Management’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 | – | Sell |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $237K | Hold |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Buy |
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