Wescott Financial Advisory Group’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 | $4.12M | Sell |
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|
2025
Q1 | $4.33M | Sell |
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|
2024
Q4 | $4.72M | Sell |
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|
2024
Q3 | $4.87M | Sell |
|
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|
2024
Q2 | $4.58M | Sell |
|
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|
2024
Q1 | $5.17M | Sell |
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|
2023
Q4 | $4.86M | Buy |
|
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|
2023
Q3 | $4.2M | Sell |
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|
2023
Q2 | $4.39M | Sell |
|
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|
2023
Q1 | $4.93M | Sell |
|
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|
2022
Q4 | $5.24M | Sell |
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|
2022
Q3 | $4.61M | Sell |
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|
2022
Q2 | $4.94M | Sell |
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|
2022
Q1 | $6.37M | Buy |
|