Vertex Planning Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $325K | Sell |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $381K | Buy |
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