SWM
Stockman Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,217
| Closed | -$210K | – | 178 |
|
|
2025
Q1 | $210K | Buy |
+1,217
| New | +$210K | 0.03% | 157 |
|
|
2023
Q4 | – | Sell |
-2,253
| Closed | -$311K | – | 186 |
|
|
2023
Q3 | $311K | Buy |
2,253
+246
| +12% | +$33.9K | 0.07% | 134 |
|
|
2023
Q2 | $285K | Sell |
2,007
-482
| -19% | -$68.5K | 0.06% | 146 |
|
|
2023
Q1 | $344K | Buy |
+2,489
| New | +$344K | 0.08% | 141 |
|