MSFP
Mark Sheptoff Financial Planning’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Hold |
656
| – | – | 0.06% | 113 |
|
|
2025
Q1 | $113K | Hold |
656
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $111K | Hold |
656
| – | – | 0.06% | 114 |
|
|
2024
Q3 | $115K | Hold |
656
| – | – | 0.06% | 115 |
|
|
2024
Q2 | $105K | Hold |
656
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $107K | Hold |
656
| – | – | 0.06% | 125 |
|
|
2023
Q4 | $98.1K | Buy |
656
+200
| +44% | +$29.9K | 0.06% | 121 |
|
|
2023
Q3 | $62.9K | Buy |
456
+15
| +3% | +$2.07K | 0.04% | 130 |
|
|
2023
Q2 | $62.7K | Hold |
441
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $60.9K | Buy |
441
+55
| +14% | +$7.6K | 0.04% | 140 |
|
|
2022
Q4 | $54.2K | Hold |
386
| – | – | 0.03% | 146 |
|
|
2022
Q3 | $48K | Hold |
386
| – | – | 0.03% | 149 |
|
|
2022
Q2 | $51K | Buy |
386
+183
| +90% | +$24.2K | 0.03% | 159 |
|
|
2022
Q1 | $30K | Buy |
203
+45
| +28% | +$6.65K | 0.02% | 212 |
|
|
2021
Q4 | $23K | Buy |
158
+51
| +48% | +$7.42K | 0.01% | 245 |
|
|
2021
Q3 | $14K | Buy |
+107
| New | +$14K | 0.01% | 280 |
|