MPS Loria Financial Planners’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 | $294K | Buy |
|
|||||
|
2025
Q2 | $277K | Hold |
|
|||||
|
2025
Q1 | $270K | Sell |
|
|||||
|
2024
Q4 | $372K | Buy |
|
|||||
|
2024
Q3 | $381K | Buy |
|
|||||
|
2024
Q2 | $350K | Hold |
|
|||||
|
2024
Q1 | $355K | Buy |
|
|||||
|
2023
Q4 | $325K | Buy |
|
|||||
|
2023
Q3 | $300K | Buy |
|
|||||
|
2023
Q2 | $308K | Sell |
|
|||||
|
2023
Q1 | $313K | Sell |
|
|||||
|
2022
Q4 | $344K | Buy |
|
|||||
|
2022
Q3 | $303K | Buy |
|
|||||
|
2022
Q2 | $322K | Buy |
|
|||||
|
2022
Q1 | $361K | Buy |
|
|||||
|
2021
Q4 | $347K | Hold |
|
|||||
|
2021
Q3 | $320K | Hold |
|
|||||
|
2021
Q2 | $325K | Hold |
|
|||||
|
2021
Q1 | $310K | Sell |
|
|||||
|
2020
Q4 | $294K | Hold |
|
|||||
|
2020
Q3 | $262K | Buy |
|
|||||
|
2020
Q2 | $222K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $240K | Hold |
|
|||||
|
2019
Q3 | $224K | Hold |
|
|||||
|
2019
Q2 | $222K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $143K | Buy |
|