Live Oak Private Wealth’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
2023
Q2
Sell
2023
Q1
$638K Hold
2022
Q4
$649K Hold
2022
Q3
$570K Hold
2022
Q2
$609K Hold
2022
Q1
$683K Hold
2021
Q4
$680K Sell
2021
Q3
$656K Hold
2021
Q2
$666K Buy
2021
Q1
$610K Sell
2020
Q4
$556K Buy
2020
Q3
$412K Hold
2020
Q2
$392K Buy