Integrated 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
2017
Q1
$368K Buy
2016
Q4
$325K Buy
2016
Q3
$167K Buy
2016
Q2
$163K Buy
2016
Q1
Sell
2015
Q4
$130K Hold
2015
Q3
$122K Hold
2015
Q2
$133K Hold
2015
Q1
$133K Buy