One Charles Private Wealth Services’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 | $15.5M | Buy |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $9.3M | Buy |
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|
2023
Q4 | $8.41M | Buy |
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|
2023
Q3 | $7.25M | Buy |
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|
2023
Q2 | $7.36M | Buy |
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|
2023
Q1 | $7.1M | Buy |
|
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|
2022
Q4 | $6.99M | Buy |
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|
2022
Q3 | $5.88M | Buy |
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|
2022
Q2 | $5.97M | Buy |
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|
2022
Q1 | $6.42M | Buy |
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|
2021
Q4 | $6.25M | Sell |
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|
2021
Q3 | $5.93M | Buy |
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|
2021
Q2 | $5.95M | Buy |
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|
2021
Q1 | $721K | Buy |
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|
2020
Q4 | $490K | Sell |
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|
2020
Q3 | $12.1M | Sell |
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|
2020
Q2 | $16.2M | Buy |
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|
2020
Q1 | $2.91M | Sell |
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|
2019
Q4 | $4.01M | Buy |
|