Klingman & 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 | $1.13M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $755K | Hold |
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|
2024
Q3 | $778K | Hold |
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|
2024
Q2 | $715K | Buy |
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|
2024
Q1 | $681K | Buy |
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|
2023
Q4 | $596K | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $447K | Sell |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $497K | Hold |
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|
2021
Q3 | $457K | Hold |
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|
2021
Q2 | $464K | Sell |
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|
2021
Q1 | $489K | Buy |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $350K | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $376K | Buy |
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