VBFP
Valtinson Bruner Financial Planning’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Sell |
180,873
-26,128
| -13% | -$1.12M | 2.43% | 10 |
|
|
2025
Q1 | $8.15M | Buy |
207,001
+8,606
| +4% | +$339K | 2.75% | 11 |
|
|
2024
Q4 | $7.61M | Buy |
198,395
+8,374
| +4% | +$321K | 2.66% | 9 |
|
|
2024
Q3 | $7.84M | Buy |
190,021
+14,291
| +8% | +$590K | 2.73% | 10 |
|
|
2024
Q2 | $6.62M | Buy |
175,730
+3,175
| +2% | +$120K | 2.63% | 9 |
|
|
2024
Q1 | $6.24M | Buy |
172,555
+62,123
| +56% | +$2.25M | 2.66% | 11 |
|
|
2023
Q4 | $3.91M | Buy |
110,432
+1,206
| +1% | +$42.7K | 2.01% | 15 |
|
|
2023
Q3 | $3.67M | Buy |
109,226
+8,259
| +8% | +$277K | 2.01% | 17 |
|
|
2023
Q2 | $3.47M | Sell |
100,967
-11,929
| -11% | -$410K | 1.87% | 17 |
|
|
2023
Q1 | $3.85M | Buy |
112,896
+10,661
| +10% | +$364K | 2.2% | 12 |
|
|
2022
Q4 | $3.6M | Sell |
102,235
-12,904
| -11% | -$454K | 2.08% | 13 |
|
|
2022
Q3 | $3.57M | Buy |
115,139
+32,807
| +40% | +$1.02M | 2.21% | 11 |
|
|
2022
Q2 | $2.86M | Sell |
82,332
-25,927
| -24% | -$902K | 1.74% | 18 |
|
|
2022
Q1 | $4.12M | Buy |
108,259
+29,087
| +37% | +$1.11M | 2.36% | 10 |
|
|
2021
Q4 | $3.29M | Sell |
79,172
-4,225
| -5% | -$175K | 1.8% | 15 |
|
|
2021
Q3 | $3.71M | Sell |
83,397
-844
| -1% | -$37.6K | 2.04% | 15 |
|
|
2021
Q2 | $3.53M | Buy |
84,241
+26,765
| +47% | +$1.12M | 2.01% | 16 |
|
|
2021
Q1 | $2.54M | Buy |
57,476
+10,635
| +23% | +$470K | 1.5% | 26 |
|
|
2020
Q4 | $2.03M | Buy |
46,841
+5,549
| +13% | +$240K | 1.27% | 24 |
|
|
2020
Q3 | $1.55M | Buy |
41,292
+28,050
| +212% | +$1.05M | 1.08% | 24 |
|
|
2020
Q2 | $481K | Buy |
+13,242
| New | +$481K | 0.34% | 51 |
|
|
2020
Q1 | – | Sell |
-76,009
| Closed | -$2.86M | – | 77 |
|
|
2019
Q4 | $2.86M | Buy |
76,009
+23,242
| +44% | +$875K | 2.06% | 15 |
|
|
2019
Q3 | $1.84M | Sell |
52,767
-67,202
| -56% | -$2.35M | 1.5% | 19 |
|
|
2019
Q2 | $4.29M | Buy |
119,969
+1,373
| +1% | +$49.1K | 3.63% | 7 |
|
|
2019
Q1 | $4.24M | Buy |
118,596
+108,425
| +1,066% | +$3.88M | 3.7% | 6 |
|
|
2018
Q4 | $329K | Buy |
+10,171
| New | +$329K | 0.34% | 25 |
|