Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $8.92M | Buy |
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|
2023
Q3 | $7.54M | Buy |
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|
2023
Q2 | $6.75M | Buy |
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|
2023
Q1 | $5.77M | Buy |
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|
2022
Q4 | $4.25M | Buy |
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|
2022
Q3 | $3.08M | Buy |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $4.24M | Buy |
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|
2021
Q3 | $3.89M | Buy |
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|
2021
Q2 | $3.94M | Buy |
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|
2021
Q1 | $3.4M | Buy |
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|
2020
Q4 | $2.66M | Buy |
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