Sugarloaf 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
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $978K | Buy |
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|
2024
Q1 | $902K | Buy |
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|
2023
Q4 | $767K | Buy |
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|
2023
Q3 | $67.7K | Buy |
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|
2023
Q2 | $69.3K | Buy |
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|
2023
Q1 | $66.9K | Buy |
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|
2022
Q4 | $67.6K | Sell |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $106K | Buy |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q2 | $98K | Sell |
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|
2021
Q1 | $93 | Buy |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $71K | Hold |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $85K | Buy |
|