Regent Peak Wealth Advisors’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 | $8.52M | Buy |
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|
2025
Q1 | $8.36M | Sell |
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|
2024
Q4 | $9.57M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $9.73M | Sell |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $9.26M | Sell |
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|
2023
Q3 | $8.88M | Sell |
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|
2023
Q2 | $9.19M | Sell |
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|
2023
Q1 | $9M | Sell |
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|
2022
Q4 | $9.7M | Buy |
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|
2022
Q3 | $8.53M | Buy |
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|
2022
Q2 | $9.02M | Buy |
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|
2022
Q1 | $9.48M | Buy |
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|
2021
Q4 | $9.31M | Buy |
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|
2021
Q3 | $8.55M | Sell |
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|
2021
Q2 | $8.85M | Buy |
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|
2021
Q1 | $8.29M | Sell |
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|
2020
Q4 | $7.68M | Buy |
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|
2020
Q3 | $6.52M | Sell |
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|
2020
Q2 | $6.27M | Buy |
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|
2020
Q1 | $5.55M | Sell |
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|
2019
Q4 | $8.14M | Buy |
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