JPL Wealth Management’s Vanguard Value ETF VTV Stock Holding History

JPL Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$224K	Sell
2025 Q2	$216K	Sell
2025 Q1	$843K	Buy
2024 Q4	$780K	Buy
2024 Q2	$226K	Sell
2024 Q1	$261K	Sell
2023 Q4	$255K	Buy