Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.82M | Buy |
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2020
Q2 | $3.65M | Buy |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | $848K | Buy |
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|
2019
Q3 | $787K | Sell |
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|
2019
Q2 | $874K | Buy |
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|
2019
Q1 | $844K | Sell |
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|
2018
Q4 | $805K | Sell |
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|
2018
Q3 | $943K | Hold |
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|
2018
Q2 | $885K | Sell |
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|
2018
Q1 | $912K | Buy |
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|
2017
Q4 | $930K | Sell |
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|
2017
Q3 | $941K | Buy |
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|
2017
Q2 | $821K | Buy |
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|
2017
Q1 | $131K | Hold |
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|
2016
Q4 | $128K | Buy |
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|
2016
Q3 | $76K | Hold |
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|
2016
Q2 | $75K | Sell |
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|
2016
Q1 | $95K | Hold |
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|
2015
Q4 | $94K | Buy |
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