Walter & Keenan Wealth Management’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
$3.05M Sell
2025
Q2
$2.89M Sell
2025
Q1
$2.9M Sell
2024
Q4
$2.86M Buy
2024
Q3
$2.95M Buy
2024
Q2
$2.69M Buy
2024
Q1
$2.73M Sell
2023
Q4
$2.7M Buy
2023
Q3
$2.49M Sell
2023
Q2
$2.6M Buy
2023
Q1
$2.5M Buy
2022
Q4
$467K Buy
2022
Q3
$410K Sell
2022
Q2
$448K Buy
2022
Q1
$501K Buy
2021
Q4
$488K Buy
2021
Q3
$439K Buy