Sax 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 | $5.37M | Sell |
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|
2025
Q2 | $5.25M | Sell |
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|
2025
Q1 | $5.47M | Buy |
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|
2024
Q4 | $5.27M | Sell |
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|
2024
Q3 | $6.43M | Sell |
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|
2024
Q2 | $6.01M | Sell |
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|
2024
Q1 | $6.17M | Sell |
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|
2023
Q4 | $5.74M | Sell |
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|
2023
Q3 | $6.46M | Sell |
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|
2023
Q2 | $6.77M | Sell |
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|
2023
Q1 | $7.41M | Sell |
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|
2022
Q4 | $7.62M | Sell |
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|
2022
Q3 | $6.83M | Buy |
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|
2022
Q2 | $6.76M | Buy |
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|
2022
Q1 | $7.49M | Sell |
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|
2021
Q4 | $8.51M | Sell |
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|
2021
Q3 | $8M | Buy |
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|
2021
Q2 | $7.83M | Buy |
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|
2021
Q1 | $7.06M | Buy |
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|
2020
Q4 | $5.98M | Buy |
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