Montag & Associates’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 | $4.73M | Sell |
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|
2025
Q2 | $4.75M | Sell |
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|
2025
Q1 | $4.92M | Sell |
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|
2024
Q4 | $4.83M | Sell |
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|
2024
Q3 | $5.06M | Sell |
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|
2024
Q2 | $4.69M | Sell |
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|
2024
Q1 | $4.76M | Buy |
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|
2023
Q4 | $4.35M | Sell |
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $4.32M | Sell |
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|
2023
Q1 | $4.45M | Sell |
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|
2022
Q4 | $4.77M | Buy |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $84K | Buy |
|