West 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
Q3 | $499K | Sell |
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|
2025
Q2 | $489K | Buy |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $162K | Buy |
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|
2023
Q2 | $159K | Buy |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $193K | Buy |
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|
2022
Q3 | $117K | Hold |
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|
2022
Q2 | $125K | Sell |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $8.02M | Sell |
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|
2021
Q3 | $8.22M | Buy |
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|
2021
Q2 | $7.95M | Buy |
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|
2021
Q1 | $106K | Buy |
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|
2020
Q4 | $93K | Buy |
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