KWB Wealth’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 | $309K | Hold |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $233K | Buy |
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