Kathleen S. Wright 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 | $1.07M | Hold |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $986K | Hold |
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|
2024
Q4 | $967K | Buy |
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|
2024
Q3 | $826K | Buy |
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|
2024
Q2 | $704K | Buy |
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|
2024
Q1 | $681K | Hold |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $624K | Hold |
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|
2022
Q4 | $634K | Buy |
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|
2022
Q3 | $361K | Buy |
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