Trinity 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 | $4.98M | Sell |
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|
2025
Q2 | $5.22M | Sell |
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|
2025
Q1 | $5.43M | Sell |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $6.99M | Sell |
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|
2024
Q2 | $12.5M | Sell |
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|
2024
Q1 | $14.2M | Sell |
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|
2023
Q4 | $15M | Sell |
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|
2023
Q3 | $16.3M | Sell |
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|
2023
Q2 | $19.6M | Sell |
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|
2023
Q1 | $21.5M | Sell |
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|
2022
Q4 | $22M | Buy |
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|
2022
Q3 | $19.3M | Buy |
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|
2022
Q2 | $19M | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.01M | Buy |
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