Joseph P. Lucia & Associates’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 | – | Sell |
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|
2025
Q2 | $214K | Hold |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $224K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $474K | Sell |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $67K | Hold |
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|
2020
Q4 | $61K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $51K | Hold |
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|
2020
Q1 | $45K | Hold |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $57K | Buy |
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|
2019
Q2 | $13K | Sell |
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|
2019
Q1 | $116 | Buy |
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