YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $150K | Hold |
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|
2019
Q1 | $146K | Buy |
|