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
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