RKL 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
Sell
2025
Q2
$217K Buy
2020
Q2
Sell
2020
Q1
$268K Hold
2019
Q4
$361K Sell
2019
Q3
$343K Sell
2019
Q2
$352K Sell
2019
Q1
$383K Buy
2018
Q4
$338K Sell
2018
Q3
$397K Buy
2018
Q2
$371K Hold
2018
Q1
$369K Sell
2017
Q4
$382K Buy
2017
Q3
$301K Hold
2017
Q2
$291K Buy