Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $11.4M | Sell |
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|
2023
Q1 | $13.4M | Sell |
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|
2022
Q4 | $29.4M | Sell |
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|
2022
Q3 | $179M | Buy |
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|
2022
Q2 | $48.1M | Buy |
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|
2022
Q1 | $4.9M | Sell |
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|
2021
Q4 | $5.02M | Buy |
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|
2021
Q3 | $4.29M | Sell |
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|
2021
Q2 | $5.4M | Buy |
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|
2021
Q1 | $4.84M | Buy |
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|
2020
Q4 | $3.38M | Buy |
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|
2020
Q3 | $2.61M | Sell |
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|
2020
Q2 | $2.86M | Buy |
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|
2020
Q1 | $2.2M | Buy |
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|
2019
Q4 | $264K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Buy |
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