VHAM
Van Hulzen Asset Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-893
| Closed | -$63.8K | – | 993 |
|
|
2024
Q4 | $63.8K | Buy |
+893
| New | +$63.8K | ﹤0.01% | 460 |
|
|
2023
Q4 | – | Sell |
-4,214
| Closed | -$221K | – | 318 |
|
|
2023
Q3 | $221K | Hold |
4,214
| – | – | 0.02% | 282 |
|
|
2023
Q2 | $229K | Hold |
4,214
| – | – | 0.02% | 280 |
|
|
2023
Q1 | $213K | Buy |
+4,214
| New | +$213K | 0.02% | 274 |
|
|
2022
Q2 | – | Sell |
-4,252
| Closed | -$236K | – | 321 |
|
|
2022
Q1 | $236K | Hold |
4,252
| – | – | 0.03% | 267 |
|
|
2021
Q4 | $249K | Buy |
+4,252
| New | +$249K | 0.03% | 262 |
|
|
2021
Q1 | – | Sell |
-7,221
| Closed | -$333K | – | 311 |
|
|
2020
Q4 | $333K | Hold |
7,221
| – | – | 0.05% | 196 |
|
|
2020
Q3 | $295K | Hold |
7,221
| – | – | 0.04% | 194 |
|
|
2020
Q2 | $273K | Sell |
7,221
-1,125
| -13% | -$42.5K | 0.04% | 200 |
|
|
2020
Q1 | $262K | Sell |
8,346
-4,155
| -33% | -$130K | 0.06% | 200 |
|
|
2019
Q4 | $498K | Sell |
12,501
-630
| -5% | -$25.1K | 0.1% | 148 |
|
|
2019
Q3 | $482K | Buy |
13,131
+2,580
| +24% | +$94.7K | 0.1% | 142 |
|
|
2019
Q2 | $385K | Buy |
+10,551
| New | +$385K | 0.08% | 170 |
|