Montecito Bank & Trust’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 | $1.43M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.08M | Hold |
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|
2024
Q2 | $996K | Hold |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $928K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $902K | Hold |
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|
2022
Q2 | $962K | Buy |
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|
2022
Q1 | $942K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $232K | Buy |
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|
2019
Q1 | $202K | Buy |
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