Mark Sheptoff Financial Planning’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
Q2 | $116K | Hold |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $111K | Hold |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $98.1K | Buy |
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|
2023
Q3 | $62.9K | Buy |
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|
2023
Q2 | $62.7K | Hold |
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|
2023
Q1 | $60.9K | Buy |
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|
2022
Q4 | $54.2K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q3 | $14K | Buy |
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