Wellspring Financial Advisors’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
Q2 | $13.7M | Sell |
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|
2025
Q1 | $14.5M | Sell |
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|
2024
Q4 | $18.4M | Sell |
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|
2024
Q3 | $19.2M | Sell |
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|
2024
Q2 | $17.8M | Sell |
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|
2024
Q1 | $18.7M | Sell |
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|
2023
Q4 | $20.3M | Sell |
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|
2023
Q3 | $19.8M | Sell |
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|
2023
Q2 | $20.4M | Sell |
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|
2023
Q1 | $21M | Sell |
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|
2022
Q4 | $21.9M | Buy |
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|
2022
Q3 | $19.3M | Buy |
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|
2022
Q2 | $20.3M | Buy |
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|
2022
Q1 | $22.3M | Buy |
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|
2021
Q4 | $18.1M | Buy |
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|
2021
Q3 | $16.5M | Buy |
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|
2021
Q2 | $13.2M | Buy |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $7.38M | Sell |
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|
2020
Q3 | $6.72M | Sell |
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|
2020
Q2 | $6.53M | Buy |
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|
2020
Q1 | $3.15M | Buy |
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