VPP
Vertex Planning Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
6,896
-218
| -3% | -$25.8K | 0.17% | 74 |
|
|
2025
Q1 | $828K | Buy |
7,114
+131
| +2% | +$15.2K | 0.18% | 70 |
|
|
2024
Q4 | $763K | Buy |
6,983
+11
| +0.2% | +$1.2K | 0.17% | 77 |
|
|
2024
Q3 | $798K | Hold |
6,972
| – | – | 0.19% | 59 |
|
|
2024
Q2 | $730K | Buy |
6,972
+7
| +0.1% | +$732 | 0.19% | 61 |
|
|
2024
Q1 | $733K | Sell |
6,965
-800
| -10% | -$84.2K | 0.2% | 59 |
|
|
2023
Q4 | $779K | Buy |
7,765
+11
| +0.1% | +$1.1K | 0.23% | 53 |
|
|
2023
Q3 | $740K | Sell |
7,754
-630
| -8% | -$60.1K | 0.25% | 49 |
|
|
2023
Q2 | $822K | Buy |
8,384
+6
| +0.1% | +$588 | 0.28% | 49 |
|
|
2023
Q1 | $811K | Hold |
8,378
| – | – | 0.31% | 46 |
|
|
2022
Q4 | $796K | Buy |
+8,378
| New | +$796K | 0.31% | 42 |
|