Vertex Planning Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
900
| – | – | 0.11% | 102 |
|
|
2025
Q1 | $480K | Hold |
900
| – | – | 0.1% | 109 |
|
|
2024
Q4 | $513K | Hold |
900
| – | – | 0.11% | 103 |
|
|
2024
Q3 | $513K | Hold |
900
| – | – | 0.12% | 88 |
|
|
2024
Q2 | $482K | Hold |
900
| – | – | 0.13% | 88 |
|
|
2024
Q1 | $501K | Sell |
900
-38
| -4% | -$21.1K | 0.14% | 88 |
|
|
2023
Q4 | $476K | Sell |
938
-26
| -3% | -$13.2K | 0.14% | 86 |
|
|
2023
Q3 | $440K | Hold |
964
| – | – | 0.15% | 74 |
|
|
2023
Q2 | $462K | Hold |
964
| – | – | 0.16% | 71 |
|
|
2023
Q1 | $442K | Buy |
964
+251
| +35% | +$115K | 0.17% | 66 |
|
|
2022
Q4 | $316K | Buy |
+713
| New | +$316K | 0.12% | 102 |
|