WFA
Wipfli Financial Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $829K | Buy |
6,715
+1,234
| +23% | +$152K | 0.06% | 146 |
|
|
2022
Q2 | $723K | Sell |
5,481
-282
| -5% | -$37.2K | 0.08% | 45 |
|
|
2022
Q1 | $851K | Buy |
5,763
+1,074
| +23% | +$159K | 0.09% | 44 |
|
|
2021
Q4 | $690K | Sell |
4,689
-62
| -1% | -$9.12K | 0.08% | 25 |
|
|
2021
Q3 | $643K | Sell |
4,751
-37
| -0.8% | -$5.01K | 0.08% | 26 |
|
|
2021
Q2 | $658K | Sell |
4,788
-388
| -7% | -$53.3K | 0.09% | 24 |
|
|
2021
Q1 | $681K | Buy |
5,176
+1,298
| +33% | +$171K | 0.37% | 16 |
|
|
2020
Q4 | $461K | Buy |
+3,878
| New | +$461K | 0.27% | 22 |
|