Stonebridge Financial Planning Group’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 | $530K | Sell |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $496K | Hold |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $468K | Buy |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $223K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Buy |
|