Summit Financial Wealth Advisors’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
$1.52M Buy
2025
Q2
$1.29M Buy
2025
Q1
$1.11M Sell
2024
Q4
$1.22M Buy
2024
Q3
$1.07M Buy