VPP
Vertex Planning Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
90,457
+795
| +0.9% | +$163K | 3.87% | 4 |
|
|
2025
Q1 | $19.9M | Sell |
89,662
-116
| -0.1% | -$25.8K | 4.35% | 4 |
|
|
2024
Q4 | $22.5M | Sell |
89,778
-587
| -0.6% | -$147K | 4.96% | 4 |
|
|
2024
Q3 | $21.1M | Buy |
90,365
+5,421
| +6% | +$1.26M | 5.03% | 6 |
|
|
2024
Q2 | $17.9M | Buy |
84,944
+281
| +0.3% | +$59.2K | 4.64% | 7 |
|
|
2024
Q1 | $14.5M | Sell |
84,663
-4,416
| -5% | -$757K | 4.02% | 7 |
|
|
2023
Q4 | $17.2M | Buy |
89,079
+50,574
| +131% | +$9.74M | 5.08% | 6 |
|
|
2023
Q3 | $6.59M | Buy |
38,505
+293
| +0.8% | +$50.2K | 2.27% | 12 |
|
|
2023
Q2 | $7.41M | Buy |
38,212
+7,059
| +23% | +$1.37M | 2.52% | 9 |
|
|
2023
Q1 | $5.14M | Sell |
31,153
-5,699
| -15% | -$940K | 1.93% | 9 |
|
|
2022
Q4 | $4.79M | Buy |
+36,852
| New | +$4.79M | 1.87% | 10 |
|