Litman Gregory Wealth Management’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
Q4 | $3.71M | Buy |
19,405
+346
| +2% | +$65.1K | 0.27% | 52 |
|
|
2025
Q3 | $3.55M | Sell |
19,059
-352
| -2% | -$63.7K | 0.26% | 51 |
|
|
2025
Q2 | $3.43M | Sell |
19,411
-11
| -0.1% | -$1.86K | 0.27% | 50 |
|
|
2025
Q1 | $3.35M | Buy |
19,422
+1
| +0% | +$174 | 0.29% | 51 |
|
|
2024
Q4 | $3.29M | Buy |
19,421
+4,195
| +28% | +$736K | 0.29% | 44 |
|
|
2024
Q3 | $2.66M | Buy |
15,226
+768
| +5% | +$129K | 0.22% | 50 |
|
|
2024
Q2 | $2.32M | Buy |
14,458
+3,101
| +27% | +$496K | 0.21% | 50 |
|
|
2024
Q1 | $1.85M | Sell |
11,357
-363
| -3% | -$56K | 0.17% | 56 |
|
|
2023
Q4 | $1.75M | Buy |
11,720
+64
| +0.5% | +$9K | 0.17% | 57 |
|
|
2023
Q3 | $1.61M | Sell |
11,656
-38
| -0.3% | -$5.45K | 0.17% | 59 |
|
|
2023
Q2 | $1.66M | Buy |
+11,694
| New | +$1.62M | 0.21% | 36 |
|
|
2023
Q1 | – | Sell |
-11,071
| Closed | -$1.55M | – | 106 |
|
|
2022
Q4 | $1.55M | Buy |
11,071
+346
| +3% | +$47.7K | 0.22% | 36 |
|
|
2022
Q3 | $1.32M | Buy |
10,725
+4,178
| +64% | +$565K | 0.21% | 34 |
|
|
2022
Q2 | $863K | Buy |
+6,547
| New | +$924K | 0.13% | 54 |
|
|
2021
Q2 | – | Sell |
-1,378
| Closed | -$181K | – | 187 |
|
|
2021
Q1 | $181K | Hold |
1,378
| – | – | 0.04% | 62 |
|
|
2020
Q4 | $164K | Hold |
1,378
| – | – | 0.03% | 64 |
|
|
2020
Q3 | $144K | Hold |
1,378
| – | – | 0.03% | 62 |
|
|
2020
Q2 | $137K | Hold |
1,378
| – | – | 0.03% | 61 |
|
|
2020
Q1 | $123K | Sell |
1,378
-550
| -29% | -$60.3K | 0.03% | 55 |
|
|
2019
Q4 | $231K | Sell |
1,928
-720
| -27% | -$83.1K | 0.05% | 48 |
|
|
2019
Q3 | $296K | Hold |
2,648
| – | – | 0.07% | 42 |
|
|
2019
Q2 | $294K | Hold |
2,648
| – | – | 0.08% | 41 |
|
|
2019
Q1 | $285K | Hold |
2,648
| – | – | 0.08% | 42 |
|
|
2018
Q4 | $259K | Buy |
+2,648
| New | +$279K | 0.08% | 43 |
|
Other funds holding VTV
AF
