VWM
Valley Wealth Managers’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,775
| Closed | -$344K | – | 412 |
|
|
2024
Q4 | $344K | Buy |
13,775
+4,098
| +42% | +$102K | 0.03% | 170 |
|
|
2024
Q3 | $253K | Hold |
9,677
| – | – | 0.02% | 178 |
|
|
2024
Q2 | $243K | Hold |
9,677
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $245K | Hold |
9,677
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $248K | Sell |
9,677
-1,940
| -17% | -$49.7K | 0.02% | 175 |
|
|
2023
Q3 | $283K | Buy |
+11,617
| New | +$283K | 0.02% | 164 |
|