Vermillion & White Wealth Management Group’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $71K | Hold |
1,674
| – | – | 0.05% | 112 |
|
2025
Q1 | $74.1K | Sell |
1,674
-1,497
| -47% | -$66.3K | 0.05% | 98 |
|
2024
Q4 | $137K | Hold |
3,171
| – | – | 0.1% | 75 |
|
2024
Q3 | $145K | Hold |
3,171
| – | – | 0.11% | 72 |
|
2024
Q2 | $128K | Hold |
3,171
| – | – | 0.1% | 74 |
|
2024
Q1 | $129K | Sell |
3,171
-1,050
| -25% | -$42.7K | 0.1% | 71 |
|
2023
Q4 | $165K | Buy |
+4,221
| New | +$165K | 0.16% | 50 |
|