Inspirion 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 | $983K | Buy |
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|
2025
Q2 | $994K | Hold |
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|
2025
Q1 | $972K | Hold |
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|
2024
Q4 | $956K | Sell |
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|
2024
Q3 | $983K | Hold |
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|
2024
Q2 | $903K | Hold |
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|
2024
Q1 | $917K | Hold |
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|
2023
Q4 | $847K | Sell |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $884K | Buy |
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|
2023
Q1 | $777K | Hold |
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|
2022
Q4 | $789K | Hold |
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|
2022
Q3 | $694K | Hold |
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|
2022
Q2 | $742K | Sell |
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|
2022
Q1 | $836K | Hold |
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|
2021
Q4 | $833K | Hold |
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|
2021
Q3 | $766K | Buy |
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|
2021
Q2 | $773K | Buy |
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|
2021
Q1 | $739K | Sell |
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|
2020
Q4 | $677K | Buy |
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|
2020
Q3 | $587K | Sell |
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|
2020
Q2 | $579K | Buy |
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|
2020
Q1 | $499K | Buy |
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|
2019
Q4 | $671K | Buy |
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|
2019
Q3 | $624K | Buy |
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|
2019
Q2 | $620K | Buy |
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|
2019
Q1 | $601K | Hold |
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|
2018
Q4 | $547K | Buy |
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|
2018
Q3 | $617K | Hold |
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|
2018
Q2 | $579K | Buy |
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|
2018
Q1 | $575K | Buy |
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|
2017
Q4 | $592K | Buy |
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|
2017
Q3 | $556K | Buy |
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|
2017
Q2 | $537K | Buy |
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|
2017
Q1 | $530K | Buy |
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|
2016
Q4 | $517K | Buy |
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|
2016
Q3 | $483K | Buy |
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|
2016
Q2 | $471K | Buy |
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|
2016
Q1 | $457K | Buy |
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|
2015
Q4 | $452K | Buy |
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|
2015
Q3 | $384K | Hold |
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|
2015
Q2 | $417K | Hold |
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|
2015
Q1 | $419K | Hold |
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|
2014
Q4 | $422K | Buy |
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