Madison Wealth Partners’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 | $479K | Sell |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $496K | Buy |
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|
2021
Q4 | $416K | Hold |
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|
2021
Q3 | $383K | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $303K | Hold |
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|
2020
Q4 | $303K | Buy |
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