Planned Solutions’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 | $670K | Hold |
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|
2025
Q2 | $635K | Hold |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $603K | Hold |
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|
2024
Q3 | $622K | Hold |
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|
2024
Q2 | $572K | Hold |
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|
2024
Q1 | $580K | Hold |
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|
2023
Q4 | $533K | Hold |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $506K | Hold |
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|
2023
Q1 | $492K | Hold |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $440K | Hold |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $375K | Hold |
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|
2020
Q4 | $339K | Hold |
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|
2020
Q3 | $298K | Buy |
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