Principle Wealth Partners’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 | $3.49M | Hold |
|
|||||
|
2025
Q2 | $3.3M | Sell |
|
|||||
|
2025
Q1 | $3.24M | Buy |
|
|||||
|
2024
Q4 | $3.13M | Sell |
|
|||||
|
2024
Q3 | $3.33M | Buy |
|
|||||
|
2024
Q2 | $2.79M | Buy |
|
|||||
|
2024
Q1 | $2.76M | Buy |
|
|||||
|
2023
Q4 | $2.5M | Buy |
|
|||||
|
2023
Q3 | $2.21M | Buy |
|
|||||
|
2023
Q2 | $1.97M | Sell |
|
|||||
|
2023
Q1 | $1.94M | Sell |
|
|||||
|
2022
Q4 | $1.98M | Sell |
|
|||||
|
2022
Q3 | $2.15K | Buy |
|
|||||
|
2022
Q2 | $1.43M | Buy |
|
|||||
|
2022
Q1 | $1.6M | Sell |
|
|||||
|
2021
Q4 | $1.79M | Sell |
|
|||||
|
2021
Q3 | $1.68M | Hold |
|
|||||
|
2021
Q2 | $1.7M | Buy |
|
|||||
|
2021
Q1 | $1.6M | Buy |
|
|||||
|
2020
Q4 | $1.42M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $275K | Sell |
|
|||||
|
2019
Q4 | $619K | Buy |
|
|||||
|
2019
Q3 | $566K | Buy |
|
|||||
|
2019
Q2 | $506K | Buy |
|