KJWM
Kiley Juergens Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Buy |
27,318
+1
| +0% | +$177 | 1.11% | 21 |
|
|
2025
Q1 | $4.72M | Buy |
27,317
+1,013
| +4% | +$175K | 1.26% | 18 |
|
|
2024
Q4 | $4.45M | Buy |
26,304
+870
| +3% | +$147K | 1.12% | 18 |
|
|
2024
Q3 | $4.44M | Buy |
25,434
+1,936
| +8% | +$338K | 1.15% | 18 |
|
|
2024
Q2 | $3.77M | Buy |
23,498
+867
| +4% | +$139K | 1.05% | 18 |
|
|
2024
Q1 | $3.69M | Buy |
22,631
+147
| +0.7% | +$23.9K | 1.14% | 18 |
|
|
2023
Q4 | $3.36M | Buy |
22,484
+527
| +2% | +$78.8K | 1.12% | 22 |
|
|
2023
Q3 | $3.03M | Sell |
21,957
-2,818
| -11% | -$389K | 1.09% | 22 |
|
|
2023
Q2 | $3.52M | Buy |
24,775
+480
| +2% | +$68.2K | 1.21% | 18 |
|
|
2023
Q1 | $3.36M | Buy |
24,295
+1,607
| +7% | +$222K | 1.26% | 20 |
|
|
2022
Q4 | $3.18M | Buy |
22,688
+594
| +3% | +$83.4K | 1.33% | 18 |
|
|
2022
Q3 | $2.73M | Buy |
22,094
+323
| +1% | +$39.9K | 1.28% | 18 |
|
|
2022
Q2 | $2.87M | Sell |
21,771
-10,183
| -32% | -$1.34M | 1.36% | 16 |
|
|
2022
Q1 | $4.72M | Buy |
31,954
+13,310
| +71% | +$1.97M | 2.28% | 11 |
|
|
2021
Q4 | $2.74M | Buy |
18,644
+1,090
| +6% | +$160K | 1.04% | 22 |
|
|
2021
Q3 | $2.38M | Buy |
17,554
+2,023
| +13% | +$274K | 1.04% | 21 |
|
|
2021
Q2 | $2.13M | Buy |
15,531
+5,310
| +52% | +$730K | 0.98% | 25 |
|
|
2021
Q1 | $1.34M | Buy |
+10,221
| New | +$1.34M | 0.7% | 30 |
|
|
2018
Q4 | – | Sell |
-8,687
| Closed | -$961K | – | 647 |
|
|
2018
Q3 | $961K | Buy |
8,687
+475
| +6% | +$52.5K | 0.72% | 26 |
|
|
2018
Q2 | $852K | Buy |
8,212
+271
| +3% | +$28.1K | 0.76% | 27 |
|
|
2018
Q1 | $819K | Buy |
7,941
+96
| +1% | +$9.9K | 0.89% | 25 |
|
|
2017
Q4 | $834K | Buy |
+7,845
| New | +$834K | 0.75% | 27 |
|