Summit Wealth Partners’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 | $717K | Sell |
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|
2025
Q2 | $695K | Buy |
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|
2025
Q1 | $669K | Buy |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $782K | Buy |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $625K | Buy |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $891K | Buy |
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|
2021
Q4 | $639K | Buy |
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|
2021
Q3 | $453K | Sell |
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|
2021
Q2 | $588K | Buy |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $215K | Sell |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $205K | Buy |
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