KMG Fiduciary Partners’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
2026
Q1
Sell
2025
Q4
$283K Sell
2025
Q3
$2.62M Buy
2025
Q2
$2.48M Hold
2025
Q1
$2.42M Buy
2024
Q4
$2.16M Buy
2024
Q3
$2.23M Buy
2024
Q2
$2.05M Hold
2024
Q1
$2.08M Sell
2023
Q4
$1.92M Buy
2023
Q3
$1.76M Hold
2023
Q2
$1.81M Buy
2023
Q1
$1.63M Buy
2022
Q4
$798K Buy