Marcum 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
2025
Q1
$2.81M Sell
2024
Q4
$3.43M Buy
2024
Q3
$3M Sell
2024
Q2
$2.96M Buy
2024
Q1
$2.9M Sell
2023
Q4
$3.39M Buy
2023
Q3
$2.86M Sell
2023
Q2
$3.34M Buy
2023
Q1
$3.23M Sell
2022
Q4
$4.46M Buy
2022
Q3
$3.3M Sell
2022
Q2
$4.01M Sell
2022
Q1
$4.8M Sell
2021
Q4
$5.61M Sell
2021
Q3
$5.33M Sell
2021
Q2
$5.95M Sell
2021
Q1
$6.06M Sell
2020
Q4
$5.88M Sell
2020
Q3
$6.49M Sell
2020
Q2
$7.02M Buy
2020
Q1
$3.72M Buy
2019
Q4
$4.56M Buy