Vertex Planning Partners’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Buy	+3,297	New	+$222K	0.05%	173
2025 Q1	–	Sell	-3,632	Closed	-$233K	–	187
2024 Q4	$233K	Buy	3,632 +4	+0.1%	+$256	0.05%	170
2024 Q3	$228K	Buy	3,628 +254	+8%	+$15.9K	0.05%	151
2024 Q2	$200K	Buy	+3,374	New	+$200K	0.05%	153