PSP
Pacific Sage Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $386K | Hold |
1,629
| – | – | 0.08% | 73 |
|
2025
Q1 | $361K | Hold |
1,629
| – | – | 0.08% | 73 |
|
2024
Q4 | $391K | Hold |
1,629
| – | – | 0.09% | 65 |
|
2024
Q3 | $386K | Sell |
1,629
-186
| -10% | -$44.1K | 0.09% | 69 |
|
2024
Q2 | $396K | Hold |
1,815
| – | – | 0.1% | 65 |
|
2024
Q1 | $415K | Buy |
1,815
+220
| +14% | +$50.3K | 0.11% | 61 |
|
2023
Q4 | $340K | Hold |
1,595
| – | – | 0.09% | 69 |
|
2023
Q3 | $302K | Hold |
1,595
| – | – | 0.09% | 68 |
|
2023
Q2 | $317K | Hold |
1,595
| – | – | 0.09% | 67 |
|
2023
Q1 | $302K | Hold |
1,595
| – | – | 0.1% | 64 |
|
2022
Q4 | $293K | Buy |
+1,595
| New | +$293K | 0.1% | 61 |
|