VPP
Vertex Planning Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
5,470
-320
| -6% | -$112K | 0.4% | 48 |
|
|
2025
Q1 | $1.84M | Sell |
5,790
-70
| -1% | -$22.2K | 0.4% | 45 |
|
|
2024
Q4 | $1.96M | Buy |
5,860
+356
| +6% | +$119K | 0.43% | 43 |
|
|
2024
Q3 | $1.8M | Sell |
5,504
-36
| -0.6% | -$11.8K | 0.43% | 36 |
|
|
2024
Q2 | $1.71M | Sell |
5,540
-179
| -3% | -$55.2K | 0.44% | 35 |
|
|
2024
Q1 | $1.72M | Sell |
5,719
-36
| -0.6% | -$10.8K | 0.47% | 32 |
|
|
2023
Q4 | $1.58M | Buy |
5,755
+295
| +5% | +$80.7K | 0.47% | 29 |
|
|
2023
Q3 | $1.34M | Buy |
5,460
+109
| +2% | +$26.7K | 0.46% | 28 |
|
|
2023
Q2 | $1.36M | Buy |
5,351
+10
| +0.2% | +$2.55K | 0.46% | 36 |
|
|
2023
Q1 | $1.26M | Sell |
5,341
-2,378
| -31% | -$560K | 0.47% | 34 |
|
|
2022
Q4 | $1.7M | Buy |
+7,719
| New | +$1.7M | 0.66% | 23 |
|