Summit Financial Strategies’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
Q2 | $1.48M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $728K | Sell |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $687K | Sell |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $665K | Buy |
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|
2022
Q4 | $667K | Sell |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $630K | Buy |
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|
2022
Q1 | $656K | Sell |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $461K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $251K | Hold |
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|
2018
Q4 | $229K | Hold |
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|
2018
Q3 | $259K | Hold |
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|
2018
Q2 | $243K | Hold |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $226K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $227K | Hold |
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|
2016
Q3 | $212K | Hold |
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|
2016
Q2 | $207K | Hold |
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|
2016
Q1 | $201K | Sell |
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|
2015
Q4 | $268K | Hold |
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|
2015
Q3 | $253K | Buy |
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|
2015
Q2 | $248K | Hold |
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|
2015
Q1 | $249K | Hold |
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|
2014
Q4 | $252K | Buy |
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