Sheets Smith Wealth Management Vanguard Value ETF Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Value ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 18,667 shares of VTV stock, worth $3.19 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

18,667

Previous 18,666 0.01%

Holding current value

$3.19 Million

Previous $3.16 Million 2.03%

% of portfolio

0.41%

Previous 0.39%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$167.73 - $179.21 $167 - $179	1 Added 0.01%	18,667 $3.22 Million
Q4 2024 Jan 17, 2025	SELL	$168.32 - $181.87 $5,386 - $5,819	-32 Reduced 0.17%	18,666 $3.16 Million
Q3 2024 Nov 01, 2024	BUY	$159.75 - $174.57 $9,744 - $10,648	61 Added 0.33%	18,698 $3.26 Million
Q2 2024 Jul 30, 2024	SELL	$154.57 - $163.65 $2.9 Million - $3.07 Million	-18,761 Reduced 50.17%	18,637 $2.99 Million
Q1 2024 May 08, 2024	BUY	$147.46 - $162.86 $2.77 Million - $3.06 Million	18,761 Added 100.67%	37,398 $6.09 Million
Q1 2023 May 26, 2023	BUY	$132.13 - $144.96 $2.44 Million - $2.68 Million	18,499 Added 13405.07%	18,637 $2.57 Million
Q1 2023 May 12, 2023	SELL	$132.13 - $144.96 $2.44 Million - $2.68 Million	-18,499 Reduced 99.26%	138 $19,000
Q3 2019 Oct 28, 2019	SELL	$111.23 - $113.16 $31,923 - $32,476	-287 Reduced 1.52%	18,637 $2.08 Million
Q1 2018 Apr 09, 2018	SELL	N/A	-91 Reduced 0.48%	18,924 $1.95 Million
Q4 2017 Jan 12, 2018	BUY	N/A	91 Added 0.48%	19,015 $2.02 Million
Q3 2017 Oct 12, 2017	BUY	N/A	18,924	18,924 $1.89 Million

Others Institutions Holding VTV

# of Institutions

2,601

Shares Held

558M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Vanguard Value ETF Transaction History