Kelly Financial Services’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 | $463K | Sell |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $664K | Sell |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $974K | Sell |
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|
2021
Q2 | $4.7M | Buy |
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|
2021
Q1 | $2.76K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.61K | Buy |
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