Perigon Wealth 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 | $13.6M | Buy |
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|
2025
Q2 | $12.1M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $9.47M | Buy |
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|
2024
Q2 | $8.23M | Buy |
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|
2024
Q1 | $8.31M | Buy |
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|
2023
Q4 | $6.96M | Buy |
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|
2023
Q3 | $6.1M | Buy |
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|
2023
Q2 | $6.24M | Sell |
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|
2023
Q1 | $7.29M | Sell |
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|
2022
Q4 | $9.46M | Buy |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $1.89M | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $990K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $890K | Buy |
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|
2020
Q3 | $665K | Buy |
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|
2020
Q2 | $577K | Sell |
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|
2020
Q1 | $746K | Buy |
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|
2019
Q4 | $207K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $132K | Hold |
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|
2016
Q2 | $129K | Buy |
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