Wealth Management Partners’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 | $1.24M | Hold |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.09M | Hold |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $994K | Sell |
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|
2023
Q3 | $920K | Hold |
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|
2023
Q2 | $947K | Buy |
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|
2023
Q1 | $838K | Buy |
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|
2022
Q4 | $852K | Hold |
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|
2022
Q3 | $764K | Hold |
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|
2022
Q2 | $825K | Sell |
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|
2022
Q1 | $1.19M | Hold |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $944K | Buy |
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|
2021
Q1 | $874K | Sell |
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|
2020
Q4 | $935K | Buy |
|