Vermillion & White Wealth Management Group’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 | $79.7K | Hold |
587
| – | – | 0.05% | 103 |
|
|
2025
Q1 | $79.6K | Sell |
587
-464
| -44% | -$63K | 0.06% | 94 |
|
|
2024
Q4 | $139K | Hold |
1,051
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $149K | Hold |
1,051
| – | – | 0.11% | 71 |
|
|
2024
Q2 | $134K | Hold |
1,051
| – | – | 0.1% | 73 |
|
|
2024
Q1 | $138K | Sell |
1,051
-323
| -24% | -$42.4K | 0.11% | 69 |
|
|
2023
Q4 | $172K | Buy |
+1,374
| New | +$172K | 0.17% | 48 |
|