PSP
Pacific Sage Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
1,527
| – | – | 0.08% | 69 |
|
|
2025
Q1 | $395K | Hold |
1,527
| – | – | 0.09% | 69 |
|
|
2024
Q4 | $403K | Sell |
1,527
-279
| -15% | -$73.7K | 0.09% | 62 |
|
|
2024
Q3 | $476K | Sell |
1,806
-42
| -2% | -$11.1K | 0.11% | 57 |
|
|
2024
Q2 | $447K | Hold |
1,848
| – | – | 0.11% | 56 |
|
|
2024
Q1 | $462K | Hold |
1,848
| – | – | 0.12% | 55 |
|
|
2023
Q4 | $430K | Hold |
1,848
| – | – | 0.12% | 55 |
|
|
2023
Q3 | $385K | Hold |
1,848
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $407K | Hold |
1,848
| – | – | 0.12% | 50 |
|
|
2023
Q1 | $390K | Hold |
1,848
| – | – | 0.13% | 54 |
|
|
2022
Q4 | $377K | Buy |
+1,848
| New | +$377K | 0.13% | 53 |
|