VWM
VCI Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,456
| Closed | -$955K | – | 108 |
|
|
2024
Q4 | $955K | Sell |
17,456
-16,364
| -48% | -$895K | 0.41% | 68 |
|
|
2024
Q3 | $1.85M | Sell |
33,820
-41,181
| -55% | -$2.25M | 0.82% | 36 |
|
|
2024
Q2 | $3.85M | Buy |
+75,001
| New | +$3.85M | 1.9% | 15 |
|