Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $283K | Sell |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $576K | Sell |
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|
2018
Q4 | $557K | Buy |
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