Mount Yale Investment 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
Q2
$301K Sell
2025
Q1
$369K Buy
2024
Q4
$321K Sell
2024
Q3
$418K Buy
2024
Q2
$384K Hold
2024
Q1
$390K Sell
2023
Q4
$358K Buy