Vermillion & White Wealth Management Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
1,528
+754
| +97% | +$81.2K | 0.11% | 65 |
|
|
2025
Q1 | $77.3K | Sell |
774
-421
| -35% | -$42K | 0.06% | 97 |
|
|
2024
Q4 | $125K | Hold |
1,195
| – | – | 0.09% | 80 |
|
|
2024
Q3 | $125K | Hold |
1,195
| – | – | 0.09% | 74 |
|
|
2024
Q2 | $123K | Sell |
1,195
-6
| -0.5% | -$617 | 0.09% | 75 |
|
|
2024
Q1 | $128K | Buy |
+1,201
| New | +$128K | 0.1% | 72 |
|