Williams Jones Wealth 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
Q2 | $768K | Buy |
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|
2025
Q1 | $750K | Buy |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $365K | Buy |
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