SAM
Satovsky Asset Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
1,337
| – | – | 0.05% | 51 |
|
|
2025
Q1 | $231K | Sell |
1,337
-244
| -15% | -$42.1K | 0.05% | 48 |
|
|
2024
Q4 | $268K | Sell |
1,581
-272
| -15% | -$46K | 0.06% | 41 |
|
|
2024
Q3 | $324K | Buy |
1,853
+157
| +9% | +$27.4K | 0.07% | 33 |
|
|
2024
Q2 | $272K | Buy |
1,696
+173
| +11% | +$27.8K | 0.07% | 34 |
|
|
2024
Q1 | $248K | Sell |
1,523
-59
| -4% | -$9.61K | 0.07% | 36 |
|
|
2023
Q4 | $236K | Buy |
+1,582
| New | +$236K | 0.07% | 41 |
|