Planning Directions’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 | $1.67M | Sell |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $2.16M | Sell |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $4.31M | Sell |
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|
2022
Q4 | $4.4M | Buy |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $3.19M | Buy |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $251K | Buy |
|