RF&L 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $925K | Hold |
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|
2025
Q2 | $876K | Buy |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $754K | Hold |
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|
2024
Q3 | $778K | Sell |
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|
2024
Q2 | $751K | Hold |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $640K | Hold |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $651K | Hold |
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|
2022
Q4 | $662K | Buy |
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