Optimum 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
Q3 | $60.6K | Hold |
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2025
Q2 | $57.4K | Hold |
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2025
Q1 | $56.1K | Hold |
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|
2024
Q4 | $55K | Hold |
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|
2024
Q3 | $56.7K | Buy |
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|
2024
Q2 | $27.8K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6K | Sell |
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|
2019
Q3 | $37K | Buy |
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|
2019
Q2 | $32K | Sell |
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|
2019
Q1 | $49K | Hold |
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|
2018
Q4 | $45K | Buy |
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|
2018
Q3 | $32K | Buy |
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