Westmount Partners’s Vanguard Value ETF VTV Stock Holding History

Westmount Partners’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$798K	Hold	3,663	–	–	0.17%	107
2026 Q1	$719K	Buy	3,663 +1	+0%	+$200	0.18%	107
2025 Q4	$699K	Hold	3,662	–	–	0.17%	106
2025 Q3	$684K	Sell	3,662 -125	-3%	-$22.6K	0.18%	104
2025 Q2	$669K	Hold	3,787	–	–	0.18%	102
2025 Q1	$654K	Buy	3,787 +1	+0%	+$174	0.2%	104
2024 Q4	$641K	Hold	3,786	–	–	0.19%	97
2024 Q3	$661K	Sell	3,786 -115	-3%	-$19.3K	0.2%	98
2024 Q2	$623K	Sell	3,901 -29	-0.7%	-$4.63K	0.21%	99
2024 Q1	$640K	Buy	3,930 +1,803	+85%	+$278K	0.23%	95
2023 Q4	$318K	Sell	2,127 -681	-24%	-$95.8K	0.13%	143
2023 Q3	$387K	Sell	2,808 -48	-2%	-$6.88K	0.17%	129
2023 Q2	$406K	Buy	2,856 +34	+1%	+$4.72K	0.18%	117
2023 Q1	$390K	Buy	2,822 +316	+13%	+$44.3K	0.18%	119
2022 Q4	$352K	Buy	+2,506	New	+$345K	0.18%	122

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Wealth Enhancement Advisory Services

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Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return