Selective Wealth Management, Inc. Vanguard Value ETF Transaction History

Selective Wealth Management, Inc.

$272 Million
Q2 2025

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,616 shares of VTV stock, worth $465,621. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,616

Previous 6,312 58.56%

Holding current value

$465,621

Previous $1.08 Million 57.14%

% of portfolio

0.17%

Previous 0.45%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$153.67 - $176.74 $567,964 - $653,231	-3,696 Reduced 58.56%	2,616 $462,000
Q1 2025 Apr 14, 2025	BUY	$167.73 - $179.21 $3,690 - $3,942	22 Added 0.35%	6,312 $1.08 Million
Q4 2024 Jan 15, 2025	BUY	$168.32 - $181.87 $57,397 - $62,017	341 Added 5.73%	6,290 $1.06 Million
Q2 2024 Jul 10, 2024	BUY	$154.57 - $163.65 $27,204 - $28,802	176 Added 3.05%	5,949 $954,000
Q1 2024 Apr 11, 2024	BUY	$147.46 - $162.86 $851,286 - $940,190	5,773 New	5,773 $940,000
Q2 2023 Jul 11, 2023	BUY	$134.74 - $142.42 $1,347 - $1,424	10 Added 0.6%	1,671 $237,000
Q4 2022 Jan 23, 2023	BUY	$124.69 - $146.24 $10,349 - $12,137	83 Added 5.26%	1,661 $0
Q3 2022 Oct 21, 2022	BUY	$123.48 - $143.43 $123 - $143	1 Added 0.06%	1,578 $195,000
Q2 2022 Jul 28, 2022	BUY	$128.01 - $150.8 $124,553 - $146,728	973 Added 161.09%	1,577 $208,000
Q1 2022 Apr 20, 2022	BUY	$140.46 - $150.33 $140 - $150	1 Added 0.17%	604 $89,000
Q4 2021 Jan 18, 2022	BUY	$136.43 - $147.24 $136 - $147	1 Added 0.17%	603 $89,000
Q3 2021 Oct 27, 2021	BUY	$134.5 - $142.48 $134 - $142	1 Added 0.17%	602 $81,000
Q2 2021 Aug 04, 2021	SELL	$132.12 - $141.17 $924 - $988	-7 Reduced 1.15%	601 $0
Q1 2021 Apr 09, 2021	BUY	$117.44 - $132.31 $117 - $132	1 Added 0.16%	608 $80,000
Q4 2020 Jan 22, 2021	BUY	$101.75 - $119.15 $203 - $238	2 Added 0.33%	607 $72,000
Q3 2020 Oct 21, 2020	BUY	$98.37 - $109.49 $98 - $109	1 Added 0.17%	605 $63,000
Q2 2020 Jul 15, 2020	BUY	$85.23 - $110.16 $85 - $110	1 Added 0.17%	604 $60,000
Q4 2019 Jan 10, 2020	BUY	$107.9 - $120.77 $107 - $120	1 Added 0.17%	603 $72,000
Q3 2019 Oct 29, 2019	BUY	$111.23 - $113.16 $66,960 - $68,122	602 New	602 $68,000

Others Institutions Holding VTV

# of Institutions

2,644

Shares Held

562M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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Selective Wealth Management, Inc. Vanguard Value ETF Transaction History