TrinityPoint Wealth’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
2024
Q4
$1.02M Buy
2024
Q3
$764K Sell
2024
Q2
$720K Buy
2024
Q1
$714K Buy
2023
Q4
$638K Buy
2023
Q3
$237K Buy
2023
Q2
$242K Sell
2023
Q1
$275K Sell
2022
Q4
$302K Buy
2022
Q3
$201K Buy
2022
Q2
$212K Buy
2022
Q1
$236K Buy