Safir 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 | $11.5M | Buy |
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|
2025
Q2 | $10.8M | Buy |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $9.81M | Buy |
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|
2024
Q3 | $9.85M | Buy |
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|
2024
Q2 | $8.93M | Buy |
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|
2024
Q1 | $8.98M | Buy |
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|
2023
Q4 | $7.86M | Buy |
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|
2023
Q3 | $7.23M | Buy |
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|
2023
Q2 | $7.43M | Sell |
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|
2023
Q1 | $7.3M | Sell |
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|
2022
Q4 | $7.47M | Sell |
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|
2022
Q3 | $6.59M | Sell |
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|
2022
Q2 | $7.07M | Buy |
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|
2022
Q1 | $7.66M | Sell |
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|
2021
Q4 | $7.64M | Buy |
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|
2021
Q3 | $6.82M | Buy |
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|
2021
Q2 | $6.77M | Buy |
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|
2021
Q1 | $6.42M | Sell |
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|
2020
Q4 | $6.02M | Buy |
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