Windward Private 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
Q3
$5.56M Sell
2025
Q2
$5.55M Sell
2025
Q1
$5.48M Sell
2024
Q4
$5.4M Sell
2024
Q3
$5.81M Sell
2024
Q2
$5.5M Sell
2024
Q1
$5.75M Sell
2023
Q4
$5.43M Sell
2023
Q3
$5.41M Sell
2023
Q2
$5.72M Sell
2023
Q1
$5.64M Sell
2022
Q4
$6.08M Sell
2022
Q3
$5.95M Sell
2022
Q2
$6.43M Sell
2022
Q1
$7.61M Sell
2021
Q4
$8.38M Sell
2021
Q3
$7.75M Sell
2021
Q2
$7.98M Sell
2021
Q1
$8.32M Sell
2020
Q4
$8.13M Buy