PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $15.8M | Buy |
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|
2022
Q2 | $16.3M | Buy |
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|
2022
Q1 | $17.5M | Buy |
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|
2021
Q4 | $16.7M | Sell |
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|
2021
Q3 | $17M | Buy |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $18.1M | Buy |
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|
2020
Q4 | $15.1M | Buy |
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|
2020
Q3 | $6.67M | Buy |
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|
2020
Q2 | $5.19M | Buy |
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|
2020
Q1 | $320K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $233K | Buy |
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