LGT Financial Advisors’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
$117K Sell
2025
Q2
$111K Hold
2025
Q1
$108K Hold
2024
Q4
$106K Buy
2024
Q3
$90.7K Buy
2024
Q2
$82.4K Hold
2024
Q1
$83.7K Buy
2023
Q4
$76.3K Buy
2023
Q3
$69.9K Buy
2023
Q2
$71.6K Buy
2023
Q1
$69.1K Buy
2022
Q4
$69.8K Buy