VPP
Vertex Planning Partners’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,995
| Closed | -$579K | – | 157 |
|
|
2023
Q4 | $579K | Sell |
3,995
-344
| -8% | -$49.9K | 0.17% | 69 |
|
|
2023
Q3 | $579K | Sell |
4,339
-388
| -8% | -$51.8K | 0.2% | 62 |
|
|
2023
Q2 | $665K | Buy |
4,727
+910
| +24% | +$128K | 0.23% | 60 |
|
|
2023
Q1 | $522K | Buy |
+3,817
| New | +$522K | 0.2% | 61 |
|