LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $413K | Hold |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $466K | Sell |
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|
2021
Q4 | $482K | Hold |
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|
2021
Q3 | $443K | Buy |
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|
2021
Q2 | $446K | Sell |
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|
2021
Q1 | $454K | Hold |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $361K | Buy |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $441K | Buy |
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