WealthPLAN 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 | $302K | Buy |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $387K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q1 | $989K | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $953K | Buy |
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|
2021
Q2 | $589K | Buy |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.45M | Sell |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.41M | Sell |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $1.55M | Buy |
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|
2017
Q4 | $1.59M | Sell |
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|
2017
Q3 | $3.34M | Buy |
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|
2017
Q2 | $3.07M | Buy |
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|
2017
Q1 | $24.7K | Buy |
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|
2016
Q3 | $70.2K | Sell |
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|
2016
Q2 | $103K | Buy |
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|
2015
Q4 | $84.4K | Buy |
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|
2015
Q2 | $73K | Buy |
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|
2015
Q1 | $33K | Buy |
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