Morling Financial Advisors’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 | $40.3K | Buy |
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|
2025
Q2 | $165 | Sell |
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|
2025
Q1 | $156K | Sell |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $161 | Hold |
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|
2024
Q2 | $147 | Sell |
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|
2024
Q1 | $4.78K | Sell |
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|
2023
Q4 | $10.4K | Buy |
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|
2023
Q3 | $4.04K | Hold |
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|
2023
Q2 | $4.16K | Buy |
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|
2023
Q1 | $3.73K | Hold |
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|
2022
Q4 | $3.79K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $5K | Buy |
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