L.M. Kohn & Company’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 | $293K | Sell |
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|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $434K | Buy |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $360K | Buy |
|