Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.36M | Sell |
|
|||||
|
2022
Q4 | $9.83M | Buy |
|
|||||
|
2022
Q3 | $7.09M | Buy |
|
|||||
|
2022
Q2 | $2.06M | Sell |
|
|||||
|
2022
Q1 | $2.73M | Buy |
|
|||||
|
2021
Q4 | $1.34M | Sell |
|
|||||
|
2021
Q3 | $6.03M | Buy |
|
|||||
|
2021
Q2 | $6.21M | Buy |
|
|||||
|
2021
Q1 | $5.71M | Sell |
|
|||||
|
2020
Q4 | $5.24M | Buy |
|
|||||
|
2020
Q3 | $4.39M | Buy |
|
|||||
|
2020
Q2 | $4.13M | Buy |
|
|||||
|
2020
Q1 | $3.64M | Sell |
|
|||||
|
2019
Q4 | $9.37M | Buy |
|