Milestone Asset 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 | $746K | Buy |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $671K | Buy |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $201K | Sell |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $293K | Buy |
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