Monterey Private Wealth’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
Q1 | $884K | Buy |
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|
2024
Q4 | $829K | Sell |
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|
2024
Q3 | $910K | Sell |
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|
2024
Q2 | $841K | Sell |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $813K | Buy |
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|
2023
Q2 | $832K | Buy |
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|
2023
Q1 | $758K | Buy |
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|
2022
Q4 | $750K | Buy |
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|
2022
Q3 | $659K | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $357K | Buy |
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