Marks Group Wealth Management’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 | $1.34M | Hold |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.89M | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $763K | Hold |
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|
2021
Q1 | $729K | Hold |
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|
2020
Q4 | $660K | Buy |
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|
2020
Q3 | $543K | Hold |
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|
2020
Q2 | $517K | Buy |
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|
2020
Q1 | $456K | Sell |
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|
2019
Q4 | $654K | Buy |
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