SIC
SJS Investment Consulting’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
3,751
+64
| +2% | +$11.3K | 0.11% | 48 |
|
|
2025
Q1 | $637K | Buy |
3,687
+287
| +8% | +$49.6K | 0.11% | 44 |
|
|
2024
Q4 | $576K | Hold |
3,400
| – | – | 0.1% | 48 |
|
|
2024
Q3 | $594K | Sell |
3,400
-100
| -3% | -$17.5K | 0.1% | 45 |
|
|
2024
Q2 | $561K | Hold |
3,500
| – | – | 0.11% | 43 |
|
|
2024
Q1 | $570K | Sell |
3,500
-100
| -3% | -$16.3K | 0.11% | 43 |
|
|
2023
Q4 | $538K | Sell |
3,600
-173
| -5% | -$25.9K | 0.12% | 43 |
|
|
2023
Q3 | $520K | Buy |
3,773
+173
| +5% | +$23.9K | 0.13% | 41 |
|
|
2023
Q2 | $512K | Sell |
3,600
-50
| -1% | -$7.11K | 0.13% | 41 |
|
|
2023
Q1 | $504K | Sell |
3,650
-18
| -0.5% | -$2.49K | 0.14% | 40 |
|
|
2022
Q4 | $515K | Hold |
3,668
| – | – | 0.15% | 41 |
|
|
2022
Q3 | $453K | Buy |
+3,668
| New | +$453K | 0.15% | 42 |
|
|
2022
Q1 | $542K | Hold |
3,668
| – | – | 0.17% | 44 |
|
|
2021
Q4 | $540K | Buy |
+3,668
| New | +$540K | 0.16% | 44 |
|