VPP
Vertex Planning Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
6,947
-292
| -4% | -$53.1K | 0.26% | 58 |
|
|
2025
Q1 | $1.25M | Sell |
7,239
-213
| -3% | -$36.9K | 0.27% | 53 |
|
|
2024
Q4 | $1.31M | Sell |
7,452
-451
| -6% | -$79K | 0.29% | 53 |
|
|
2024
Q3 | $1.42M | Sell |
7,903
-125
| -2% | -$22.4K | 0.34% | 41 |
|
|
2024
Q2 | $1.32M | Sell |
8,028
-495
| -6% | -$81.3K | 0.34% | 40 |
|
|
2024
Q1 | $1.44M | Sell |
8,523
-46
| -0.5% | -$7.79K | 0.4% | 35 |
|
|
2023
Q4 | $1.35M | Buy |
8,569
+524
| +7% | +$82.7K | 0.4% | 33 |
|
|
2023
Q3 | $1.14M | Buy |
8,045
+1,350
| +20% | +$191K | 0.39% | 35 |
|
|
2023
Q2 | $1M | Buy |
6,695
+566
| +9% | +$84.7K | 0.34% | 44 |
|
|
2023
Q1 | $886K | Buy |
+6,129
| New | +$886K | 0.33% | 41 |
|