Lodestone 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
Q3 | $4.52M | Sell |
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|
2025
Q2 | $4.34M | Sell |
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|
2025
Q1 | $4.26M | Buy |
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|
2024
Q4 | $4.16M | Sell |
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|
2024
Q3 | $4.82M | Sell |
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|
2024
Q2 | $4.45M | Sell |
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|
2024
Q1 | $4.91M | Sell |
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|
2023
Q4 | $4.88M | Buy |
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|
2023
Q3 | $4.48M | Sell |
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|
2023
Q2 | $4.92M | Sell |
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|
2023
Q1 | $5.18M | Buy |
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|
2022
Q4 | $5.2M | Buy |
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