James J. Burns & Company’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 | $928K | Buy |
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|
2025
Q2 | $878K | Sell |
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|
2025
Q1 | $865K | Sell |
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|
2024
Q4 | $903K | Sell |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $864K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $779K | Sell |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $276K | Buy |
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