National Wealth Management Group’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
$500K Buy
2025
Q2
$330K Sell
2025
Q1
$334K Buy
2024
Q4
$314K Sell
2024
Q3
$334K Buy
2024
Q2
$303K Buy
2024
Q1
$291K Sell
2023
Q4
$296K Sell
2023
Q3
$276K Sell
2023
Q2
$310K Sell
2023
Q1
$319K Sell
2022
Q4
$397K Sell
2022
Q3
$398K Buy
2022
Q2
$371K Buy
2022
Q1
$280K Buy
2021
Q4
$268K Buy