Tobias Financial 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 | $4M | Buy |
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|
2025
Q2 | $3.76M | Sell |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $3.61M | Sell |
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|
2024
Q3 | $3.95M | Buy |
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $3.12M | Hold |
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|
2023
Q3 | $2.88M | Hold |
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|
2023
Q2 | $2.96M | Sell |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $3.09M | Sell |
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|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $7.78M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $937K | Hold |
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|
2021
Q2 | $951K | Hold |
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|
2021
Q1 | $910K | Sell |
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|
2020
Q4 | $825K | Sell |
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|
2020
Q3 | $730K | Sell |
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|
2020
Q2 | $862K | Sell |
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|
2020
Q1 | $803K | Buy |
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|
2019
Q4 | $1.02M | Buy |
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