Vermillion & White Wealth Management Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2K | Hold |
78
| – | – | 0.03% | 140 |
|
|
2025
Q1 | $43.6K | Hold |
78
| – | – | 0.03% | 138 |
|
|
2024
Q4 | $45.7K | Sell |
78
-5
| -6% | -$2.93K | 0.03% | 141 |
|
|
2024
Q3 | $47.6K | Hold |
83
| – | – | 0.04% | 129 |
|
|
2024
Q2 | $45.2K | Hold |
83
| – | – | 0.03% | 134 |
|
|
2024
Q1 | $43.4K | Hold |
83
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $39.5K | Buy |
+83
| New | +$39.5K | 0.04% | 107 |
|