Peak Financial Management’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 | $1.04M | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $991K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $966K | Sell |
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|
2024
Q1 | $985K | Buy |
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|
2023
Q4 | $850K | Buy |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $400K | Buy |
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