Madison Wealth Partners’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
2,582
+371
| +17% | +$65.6K | 0.1% | 90 |
|
|
2025
Q1 | $382K | Sell |
2,211
-34
| -2% | -$5.87K | 0.09% | 92 |
|
|
2024
Q4 | $380K | Hold |
2,245
| – | – | 0.11% | 92 |
|
|
2024
Q3 | $392K | Sell |
2,245
-6
| -0.3% | -$1.05K | 0.12% | 88 |
|
|
2024
Q2 | $361K | Buy |
2,251
+14
| +0.6% | +$2.25K | 0.12% | 81 |
|
|
2024
Q1 | $364K | Buy |
2,237
+27
| +1% | +$4.4K | 0.13% | 78 |
|
|
2023
Q4 | $330K | Hold |
2,210
| – | – | 0.13% | 83 |
|
|
2023
Q3 | $305K | Sell |
2,210
-483
| -18% | -$66.6K | 0.15% | 63 |
|
|
2023
Q2 | $383K | Sell |
2,693
-69
| -2% | -$9.81K | 0.18% | 55 |
|
|
2023
Q1 | $382K | Sell |
2,762
-325
| -11% | -$44.9K | 0.19% | 57 |
|
|
2022
Q4 | $433K | Buy |
3,087
+417
| +16% | +$58.5K | 0.25% | 43 |
|
|
2022
Q3 | $330K | Buy |
2,670
+22
| +0.8% | +$2.72K | 0.22% | 50 |
|
|
2022
Q2 | $349K | Sell |
2,648
-706
| -21% | -$93K | 0.22% | 50 |
|
|
2022
Q1 | $496K | Buy |
3,354
+525
| +19% | +$77.6K | 0.28% | 38 |
|
|
2021
Q4 | $416K | Hold |
2,829
| – | – | 0.21% | 43 |
|
|
2021
Q3 | $383K | Buy |
2,829
+219
| +8% | +$29.6K | 0.22% | 44 |
|
|
2021
Q2 | $359K | Buy |
2,610
+61
| +2% | +$8.39K | 0.21% | 44 |
|
|
2021
Q1 | $303K | Hold |
2,549
| – | – | 0.21% | 36 |
|
|
2020
Q4 | $303K | Buy |
+2,549
| New | +$303K | 0.2% | 37 |
|