JFS 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
Q2 | $3.21M | Sell |
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|
2025
Q1 | $3.17M | Buy |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | $3.74M | Sell |
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|
2024
Q1 | $4.82M | Hold |
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|
2023
Q4 | $4.43M | Sell |
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|
2023
Q3 | $4.15M | Sell |
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|
2023
Q2 | $5.26M | Hold |
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|
2023
Q1 | $5.11M | Hold |
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|
2022
Q4 | $5.2M | Buy |
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|
2022
Q3 | $4.46M | Hold |
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|
2022
Q2 | $4.76M | Sell |
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|
2022
Q1 | $5.42M | Sell |
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|
2021
Q4 | $5.42M | Buy |
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|
2021
Q3 | $4.35M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $17K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $30K | Hold |
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|
2018
Q1 | $30K | Sell |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $32K | Hold |
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|
2017
Q1 | $31K | Hold |
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|
2016
Q4 | $31K | Hold |
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|
2016
Q3 | $29K | Buy |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $12K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $11K | Buy |
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