Meridian Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
2,841
| – | – | 0.08% | 122 |
|
|
2025
Q1 | $491K | Hold |
2,841
| – | – | 0.08% | 111 |
|
|
2024
Q4 | $481K | Hold |
2,841
| – | – | 0.08% | 119 |
|
|
2024
Q3 | $496K | Hold |
2,841
| – | – | 0.08% | 118 |
|
|
2024
Q2 | $456K | Hold |
2,841
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $463K | Hold |
2,841
| – | – | 0.09% | 115 |
|
|
2023
Q4 | $425K | Hold |
2,841
| – | – | 0.09% | 119 |
|
|
2023
Q3 | $392K | Hold |
2,841
| – | – | 0.1% | 116 |
|
|
2023
Q2 | $404K | Sell |
2,841
-358
| -11% | -$50.9K | 0.1% | 120 |
|
|
2023
Q1 | $442K | Buy |
3,199
+365
| +13% | +$50.4K | 0.11% | 120 |
|
|
2022
Q4 | $398K | Hold |
2,834
| – | – | 0.1% | 127 |
|
|
2022
Q3 | $350K | Hold |
2,834
| – | – | 0.1% | 138 |
|
|
2022
Q2 | $374K | Hold |
2,834
| – | – | 0.1% | 139 |
|
|
2022
Q1 | $419K | Buy |
2,834
+27
| +1% | +$3.99K | 0.1% | 140 |
|
|
2021
Q4 | $413K | Hold |
2,807
| – | – | 0.1% | 135 |
|
|
2021
Q3 | $380K | Hold |
2,807
| – | – | 0.11% | 136 |
|
|
2021
Q2 | $386K | Sell |
2,807
-29
| -1% | -$3.99K | 0.11% | 136 |
|
|
2021
Q1 | $373K | Buy |
2,836
+29
| +1% | +$3.81K | 0.12% | 128 |
|
|
2020
Q4 | $334K | Hold |
2,807
| – | – | 0.12% | 128 |
|
|
2020
Q3 | $293K | Sell |
2,807
-59
| -2% | -$6.16K | 0.13% | 129 |
|
|
2020
Q2 | $285K | Buy |
2,866
+59
| +2% | +$5.87K | 0.13% | 127 |
|
|
2020
Q1 | $250K | Buy |
+2,807
| New | +$250K | 0.14% | 119 |
|