Institute for 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 | $1.89M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $664K | Sell |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $588K | Sell |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $654K | Buy |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $612K | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $585K | Sell |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $990K | Buy |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $319K | Sell |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $468K | Buy |
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|
2019
Q1 | $420K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.15M | Sell |
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|
2018
Q2 | $1.14M | Buy |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.18M | Sell |
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|
2017
Q2 | $1.44M | Buy |
|