Vertex Planning Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Vertex Planning Partners’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,995	Closed	-$579K	–	157
2023 Q4	$579K	Sell	3,995 -344	-8%	-$47.5K	0.17%	69
2023 Q3	$579K	Sell	4,339 -388	-8%	-$54.1K	0.2%	62
2023 Q2	$665K	Buy	4,727 +910	+24%	+$125K	0.23%	60
2023 Q1	$522K	Buy	+3,817	New	+$520K	0.2%	61

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Vertex Planning Partners's LGLV Position: Q1 2024 in Review

Vertex Planning Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 3,995 shares — an estimated $579K sold.

Vertex Planning Partners first reported a position in LGLV in Q1 2023 and held it in 4 quarters. The position peaked at $665K in Q2 2023. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

Vertex Planning Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
Vertex Planning Partners sold 3,995 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $579K.
Vertex Planning Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and held it in 4 quarters.
Vertex Planning Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $665K in Q2 2023.
150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Vertex Planning Partners's 13F filing for Q1 2024, filed 13 May 2024.