PSP
Pacific Sage Partners’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
3,321
+227
| +7% | +$40.1K | 0.12% | 57 |
|
|
2025
Q1 | $535K | Buy |
3,094
+88
| +3% | +$15.2K | 0.12% | 55 |
|
|
2024
Q4 | $509K | Buy |
3,006
+62
| +2% | +$10.5K | 0.12% | 54 |
|
|
2024
Q3 | $514K | Sell |
2,944
-15
| -0.5% | -$2.62K | 0.12% | 51 |
|
|
2024
Q2 | $475K | Hold |
2,959
| – | – | 0.12% | 52 |
|
|
2024
Q1 | $482K | Hold |
2,959
| – | – | 0.12% | 54 |
|
|
2023
Q4 | $442K | Buy |
2,959
+1
| +0% | +$149 | 0.12% | 54 |
|
|
2023
Q3 | $408K | Hold |
2,958
| – | – | 0.12% | 51 |
|
|
2023
Q2 | $420K | Buy |
2,958
+1
| +0% | +$142 | 0.12% | 48 |
|
|
2023
Q1 | $408K | Hold |
2,957
| – | – | 0.13% | 51 |
|
|
2022
Q4 | $415K | Buy |
+2,957
| New | +$415K | 0.14% | 50 |
|