Sequoia Financial 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
Q2 | $120M | Sell |
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|
2025
Q1 | $126M | Sell |
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|
2024
Q4 | $130M | Buy |
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|
2024
Q3 | $111M | Sell |
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|
2024
Q2 | $104M | Buy |
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|
2024
Q1 | $102M | Sell |
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|
2023
Q4 | $118M | Buy |
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|
2023
Q3 | $99.2M | Sell |
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|
2023
Q2 | $104M | Buy |
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|
2023
Q1 | $56.1M | Sell |
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|
2022
Q4 | $58.2M | Buy |
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|
2022
Q3 | $42.3M | Sell |
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|
2022
Q2 | $49.6M | Sell |
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|
2022
Q1 | $60M | Buy |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $592K | Buy |
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|
2020
Q4 | $432K | Sell |
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|
2020
Q3 | $401K | Buy |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $546K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $296K | Buy |
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|
2019
Q1 | $287K | Sell |
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|
2018
Q4 | $375K | Buy |
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|
2018
Q3 | $334K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $337K | Buy |
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|
2014
Q4 | $260K | Sell |
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|
2014
Q3 | $266K | Hold |
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|
2014
Q2 | $265K | Hold |
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|
2014
Q1 | $256K | Sell |
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|
2013
Q4 | $262K | Buy |
|