MSWM
McGlone Suttner Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
2,688
| – | – | 0.07% | 121 |
|
|
2025
Q1 | $464K | Buy |
2,688
+1,146
| +74% | +$198K | 0.08% | 122 |
|
|
2024
Q4 | $261K | Buy |
+1,542
| New | +$261K | 0.04% | 149 |
|
|
2024
Q3 | – | Sell |
-1,542
| Closed | -$230K | – | 185 |
|
|
2024
Q2 | $230K | Hold |
1,542
| – | – | 0.05% | 142 |
|
|
2024
Q1 | $251K | Hold |
1,542
| – | – | 0.05% | 150 |
|
|
2023
Q4 | $230K | Hold |
1,542
| – | – | 0.05% | 142 |
|
|
2023
Q3 | $213K | Hold |
1,542
| – | – | 0.05% | 132 |
|
|
2023
Q2 | $219K | Hold |
1,542
| – | – | 0.05% | 139 |
|
|
2023
Q1 | $213K | Hold |
1,542
| – | – | 0.05% | 134 |
|
|
2022
Q4 | $216K | Buy |
+1,542
| New | +$216K | 0.07% | 125 |
|