Waller Financial Planning Group’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 | $605K | Buy |
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|
2025
Q2 | $571K | Sell |
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|
2025
Q1 | $601K | Buy |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $676K | Sell |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $875K | Sell |
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|
2021
Q4 | $895K | Sell |
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|
2021
Q3 | $843K | Hold |
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|
2021
Q2 | $856K | Buy |
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|
2021
Q1 | $802K | Sell |
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|
2020
Q4 | $748K | Sell |
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|
2020
Q3 | $703K | Hold |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $778K | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.3M | Sell |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.48M | Sell |
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|
2018
Q4 | $1.61M | Buy |
|