Summit Trail 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
$10.2M Buy
2025
Q2
$6.1M Buy
2024
Q4
Sell
2024
Q3
$3.36M Buy
2024
Q2
$3M Sell
2024
Q1
$4.08M Sell
2023
Q4
$3.86M Sell
2023
Q3
$6.52M Sell
2023
Q2
$7.79M Sell
2023
Q1
$16M Sell
2022
Q4
$25.6M Sell
2022
Q3
$49.2M Sell
2022
Q2
$84.9M Buy
2022
Q1
$89.8M Buy
2021
Q4
$56.8M Buy
2021
Q3
$38.8M Buy
2021
Q2
$35M Buy
2021
Q1
$8.44M Buy
2020
Q3
Sell
2020
Q2
$12.7M Buy
2020
Q1
$9.62M Buy