Martel Wealth Advisors’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 | $6.48M | Buy |
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|
2025
Q2 | $6.1M | Buy |
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|
2025
Q1 | $5.96M | Sell |
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|
2024
Q4 | $5.89M | Sell |
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|
2024
Q3 | $6.48M | Sell |
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|
2024
Q2 | $6.12M | Buy |
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|
2024
Q1 | $6.16M | Sell |
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|
2023
Q4 | $5.76M | Buy |
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|
2023
Q3 | $5.26M | Sell |
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|
2023
Q2 | $5.61M | Sell |
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|
2023
Q1 | $5.85M | Buy |
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|
2022
Q4 | $5.65M | Buy |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $5.13M | Buy |
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|
2022
Q1 | $5.45M | Sell |
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|
2021
Q4 | $5.53M | Buy |
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|
2021
Q3 | $5.03M | Sell |
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|
2021
Q2 | $5.12M | Buy |
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|
2021
Q1 | $4.74M | Buy |
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|
2020
Q4 | $4.18M | Sell |
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|
2020
Q3 | $3.69M | Sell |
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|
2020
Q2 | $3.53M | Buy |
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|
2020
Q1 | $3.12M | Sell |
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|
2019
Q4 | $4.34M | Buy |
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|
2019
Q3 | $4.03M | Sell |
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|
2019
Q2 | $4.12M | Buy |
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|
2019
Q1 | $3.99M | Buy |
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|
2018
Q4 | $3.57M | Sell |
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|
2018
Q3 | $4.4M | Buy |
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