Obermeyer Wealth Partners’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 | $1.36M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $966K | Buy |
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|
2024
Q4 | $706K | Buy |
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|
2024
Q3 | $709K | Hold |
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|
2024
Q2 | $651K | Hold |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $424K | Hold |
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|
2023
Q1 | $412K | Hold |
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|
2022
Q4 | $419K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $441K | Hold |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $404K | Buy |
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