Kovitz Investment Group 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 | $206M | Sell |
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|
2025
Q2 | $197M | Buy |
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|
2025
Q1 | $187M | Sell |
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|
2024
Q4 | $196M | Buy |
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|
2024
Q3 | $195M | Buy |
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|
2024
Q2 | $5.16M | Buy |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $2.19M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $735K | Sell |
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|
2021
Q2 | $843K | Buy |
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