Venture Visionary Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $389K | Buy |
2,863
+784
| +38% | +$106K | 0.01% | 446 |
|
2025
Q1 | $282K | Buy |
2,079
+35
| +2% | +$4.75K | 0.01% | 467 |
|
2024
Q4 | $270K | Buy |
2,044
+190
| +10% | +$25.1K | 0.01% | 464 |
|
2024
Q3 | $263K | Hold |
1,854
| – | – | 0.01% | 478 |
|
2024
Q2 | $236K | Sell |
1,854
-120
| -6% | -$15.3K | 0.01% | 495 |
|
2024
Q1 | $259K | Sell |
1,974
-211
| -10% | -$27.7K | 0.01% | 471 |
|
2023
Q4 | $273K | Sell |
2,185
-16,492
| -88% | -$2.06M | 0.01% | 439 |
|
2023
Q3 | $2.15M | Sell |
18,677
-1,241
| -6% | -$143K | 0.13% | 150 |
|
2023
Q2 | $2.44M | Sell |
19,918
-469
| -2% | -$57.5K | 0.14% | 141 |
|
2023
Q1 | $2.52M | Buy |
20,387
+646
| +3% | +$79.9K | 0.16% | 132 |
|
2022
Q4 | $2.47M | Buy |
+19,741
| New | +$2.47M | 0.18% | 119 |
|
2022
Q3 | – | Sell |
-1,250
| Closed | -$148K | – | 1346 |
|
2022
Q2 | $148K | Buy |
+1,250
| New | +$148K | 0.01% | 509 |
|