Joel Isaacson & Co’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 | $4.86M | Sell |
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|
2025
Q2 | $4.67M | Buy |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $2.3M | Buy |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $560K | Buy |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $410K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $284K | Buy |
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