Life Planning 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
$695K Hold
2025
Q2
$658K Buy
2025
Q1
$586K Sell
2024
Q4
$583K Hold
2024
Q3
$601K Sell
2024
Q2
$572K Sell
2024
Q1
$599K Sell
2023
Q4
$625K Buy
2022
Q3
$453K Buy
2022
Q2
$411K Buy
2022
Q1
$406K Buy
2021
Q4
$190K Buy