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Marotta Asset Management → GS-PD

Marotta Asset Management GS-PD Position History

GS-PD

Quarters held
5
Latest value
$40.1M
Q3 2026
Peak value
$41.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$32.4M
Q4 2025$34.9M
Q1 2026$35.9M
Q2 2026$41.9M
Q3 2026$40.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$40.1M779.5K——
Q2 2026$41.9M818.7K——
Q1 2026$35.9M872.1K——
Q4 2025$34.9M909.2K——
Q3 2025$32.4M885.9K——

Other funds holding GS-PD

Other Marotta Asset Management positions

VGES

VANGUARD MID CAP VALUE ETF

$42.8M
VGES

VANGUARD MID CAP VALUE ETF

$42.4M
VGES

VANGUARD MID CAP VALUE ETF

$40.2M
VGES

VANGUARD MID CAP VALUE ETF

$39.7M
VGES

VANGUARD MID CAP VALUE ETF

$38.9M
VGES

VANGUARD SMALL CAP VALUE ETF

$35.9M
VGES

VANGUARD INFO TECHNOLOGY ETF

$34.8M
VGES

VANGUARD INFO TECHNOLOGY ETF

$34.4M