Obsidian Personal Planning Solutions’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
81,641
+1,243
| +2% | +$220K | 5.84% | 3 |
|
|
2025
Q1 | $13.4M | Sell |
80,398
-15,914
| -17% | -$2.65M | 5.98% | 3 |
|
|
2024
Q4 | $17M | Buy |
96,312
+4,314
| +5% | +$762K | 8.21% | 2 |
|
|
2024
Q3 | $15.8M | Buy |
91,998
+6,254
| +7% | +$1.08M | 8.28% | 2 |
|
|
2024
Q2 | $13.8M | Buy |
85,744
+3,877
| +5% | +$622K | 8.39% | 1 |
|
|
2024
Q1 | $12.8M | Buy |
81,867
+2,830
| +4% | +$443K | 8.41% | 1 |
|
|
2023
Q4 | $11.8M | Buy |
79,037
+2,806
| +4% | +$419K | 8.99% | 2 |
|
|
2023
Q3 | $10.5M | Buy |
76,231
+8,257
| +12% | +$1.14M | 8.98% | 3 |
|
|
2023
Q2 | $9.66M | Buy |
67,974
+3,849
| +6% | +$547K | 11.89% | 1 |
|
|
2023
Q1 | $8.86M | Buy |
64,125
+1,079
| +2% | +$149K | 12.91% | 1 |
|
|
2022
Q4 | $8.85M | Sell |
63,046
-68
| -0.1% | -$9.55K | 14.2% | 1 |
|
|
2022
Q3 | $7.79M | Buy |
63,114
+1,388
| +2% | +$171K | 14.26% | 1 |
|
|
2022
Q2 | $8.14M | Buy |
+61,726
| New | +$8.14M | 13.88% | 1 |
|