VWM
VCI Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Buy |
+6,084
| New | +$259K | 0.09% | 102 |
|
2025
Q1 | – | Sell |
-6,365
| Closed | -$286K | – | 109 |
|
2024
Q4 | $286K | Buy |
6,365
+318
| +5% | +$14.3K | 0.12% | 84 |
|
2024
Q3 | $275K | Buy |
6,047
+48
| +0.8% | +$2.18K | 0.12% | 93 |
|
2024
Q2 | $249K | Buy |
+5,999
| New | +$249K | 0.12% | 88 |
|