Weatherly Asset 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
$563K Buy
2025
Q2
$471K Hold
2025
Q1
$458K Hold
2024
Q4
$449K Sell
2024
Q3
$523K Hold
2024
Q2
$483K Hold
2024
Q1
$488K Hold
2023
Q4
$448K Hold
2023
Q3
$413K Buy
2019
Q3
Sell
2019
Q2
$227K Buy