Vermillion & White Wealth Management Group’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.9M | Buy |
108,993
+108,648
| +31,492% | +$2.89M | 1.88% | 11 |
|
2025
Q1 | $9.41K | Sell |
345
-72,434
| -100% | -$1.98M | 0.01% | 283 |
|
2024
Q4 | $1.91M | Buy |
72,779
+6,699
| +10% | +$175K | 1.4% | 18 |
|
2024
Q3 | $1.92M | Buy |
66,080
+6,946
| +12% | +$202K | 1.42% | 17 |
|
2024
Q2 | $1.61M | Buy |
59,134
+620
| +1% | +$16.9K | 1.21% | 20 |
|
2024
Q1 | $1.63M | Sell |
58,514
-11,230
| -16% | -$314K | 1.31% | 18 |
|
2023
Q4 | $2.02M | Buy |
+69,744
| New | +$2.02M | 1.96% | 13 |
|