VWM
VCI Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,924
| Closed | -$1.26M | – | 104 |
|
|
2024
Q3 | $1.26M | Sell |
17,924
-4,321
| -19% | -$303K | 0.56% | 57 |
|
|
2024
Q2 | $1.48M | Buy |
22,245
+7,681
| +53% | +$510K | 0.73% | 32 |
|
|
2024
Q1 | $934K | Sell |
14,564
-4,476
| -24% | -$287K | 0.63% | 40 |
|
|
2023
Q4 | $1.11M | Buy |
+19,040
| New | +$1.11M | 0.68% | 39 |
|