Laurel Wealth Advisors (North Carolina)’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 | $407K | Sell |
|
|||||
|
2025
Q2 | $2.06M | Buy |
|
|||||
|
2025
Q1 | $208K | Buy |
|
|||||
|
2024
Q4 | $196K | Buy |
|
|||||
|
2024
Q3 | $184K | Buy |
|
|||||
|
2024
Q2 | $129K | Sell |
|
|||||
|
2024
Q1 | $148K | Hold |
|
|||||
|
2023
Q4 | $136K | Hold |
|
|||||
|
2023
Q3 | $125K | Sell |
|
|||||
|
2023
Q2 | $132K | Hold |
|
|||||
|
2023
Q1 | $128K | Hold |
|
|||||
|
2022
Q4 | $130K | Hold |
|
|||||
|
2022
Q3 | $115K | Hold |
|
|||||
|
2022
Q2 | $122K | Hold |
|
|||||
|
2022
Q1 | $137K | Sell |
|
|||||
|
2021
Q4 | $140K | Hold |
|
|||||
|
2021
Q3 | $129K | Hold |
|
|||||
|
2021
Q2 | $131K | Buy |
|
|||||
|
2021
Q1 | $106K | Hold |
|
|||||
|
2020
Q4 | $96K | Hold |
|
|||||
|
2020
Q3 | $84K | Hold |
|
|||||
|
2020
Q2 | $80K | Hold |
|
|||||
|
2020
Q1 | $72K | Hold |
|
|||||
|
2019
Q4 | $96K | Hold |
|
|||||
|
2019
Q3 | $90K | Sell |
|
|||||
|
2019
Q2 | $112K | Buy |
|
|||||
|
2019
Q1 | $67K | Hold |
|
|||||
|
2018
Q4 | $61K | Buy |
|