Park Square Financial Group’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	$2.18M	Buy	12,329 +3,504	+40%	+$619K	1.58%	13
2025 Q1	$1.52M	Sell	8,825 -83	-0.9%	-$14.3K	1.21%	18
2024 Q4	$1.51M	Buy	+8,908	New	+$1.51M	1.04%	21