Sterling Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67M | Sell |
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|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $3.89M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $4.36M | Sell |
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|
2024
Q2 | $4.66M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $9.48M | Sell |
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|
2023
Q2 | $16.5M | Buy |
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|
2023
Q1 | $16M | Sell |
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|
2022
Q4 | $18.2M | Buy |
|