Investmark Advisory Group’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 | $693K | Buy |
|
|||||
|
2025
Q2 | $583K | Buy |
|
|||||
|
2025
Q1 | $551K | Buy |
|
|||||
|
2024
Q4 | $519K | Buy |
|
|||||
|
2024
Q3 | $519K | Buy |
|
|||||
|
2024
Q2 | $471K | Sell |
|
|||||
|
2024
Q1 | $774K | Buy |
|
|||||
|
2023
Q4 | $682K | Buy |
|
|||||
|
2023
Q3 | $627K | Buy |
|
|||||
|
2023
Q2 | $643K | Sell |
|
|||||
|
2023
Q1 | $631K | Sell |
|
|||||
|
2022
Q4 | $890K | Buy |
|
|||||
|
2022
Q3 | $779K | Buy |
|
|||||
|
2022
Q2 | $818K | Buy |
|
|||||
|
2022
Q1 | $912K | Buy |
|
|||||
|
2021
Q4 | $903K | Buy |
|