PP
PDS Planning’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
11,523
+1
| +0% | +$177 | 0.15% | 69 |
|
|
2025
Q1 | $1.99M | Sell |
11,522
-12
| -0.1% | -$2.07K | 0.17% | 67 |
|
|
2024
Q4 | $1.95M | Buy |
11,534
+375
| +3% | +$63.5K | 0.17% | 67 |
|
|
2024
Q3 | $1.95M | Buy |
11,159
+1,292
| +13% | +$226K | 0.17% | 68 |
|
|
2024
Q2 | $1.58M | Sell |
9,867
-57
| -0.6% | -$9.14K | 0.16% | 68 |
|
|
2024
Q1 | $1.62M | Buy |
9,924
+87
| +0.9% | +$14.2K | 0.17% | 65 |
|
|
2023
Q4 | $1.47M | Sell |
9,837
-144
| -1% | -$21.5K | 0.17% | 63 |
|
|
2023
Q3 | $1.38M | Buy |
9,981
+404
| +4% | +$55.7K | 0.18% | 65 |
|
|
2023
Q2 | $1.36M | Buy |
9,577
+53
| +0.6% | +$7.53K | 0.17% | 67 |
|
|
2023
Q1 | $1.32M | Buy |
9,524
+32
| +0.3% | +$4.42K | 0.18% | 62 |
|
|
2022
Q4 | $1.33M | Buy |
9,492
+59
| +0.6% | +$8.28K | 0.21% | 52 |
|
|
2022
Q3 | $1.17M | Buy |
9,433
+2,462
| +35% | +$304K | 0.21% | 50 |
|
|
2022
Q2 | $919K | Buy |
6,971
+4,762
| +216% | +$628K | 0.17% | 63 |
|
|
2022
Q1 | $326K | Buy |
2,209
+764
| +53% | +$113K | 0.06% | 137 |
|
|
2021
Q4 | $213K | Sell |
1,445
-185
| -11% | -$27.3K | 0.04% | 184 |
|
|
2021
Q3 | $221K | Buy |
1,630
+186
| +13% | +$25.2K | 0.05% | 175 |
|
|
2021
Q2 | $198K | Sell |
1,444
-64
| -4% | -$8.78K | 0.05% | 180 |
|
|
2021
Q1 | $198K | Buy |
+1,508
| New | +$198K | 0.06% | 160 |
|