Vertex Planning Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
2,505
+9
| +0.4% | +$1.22K | 0.07% | 138 |
|
|
2025
Q1 | $339K | Sell |
2,496
-50
| -2% | -$6.78K | 0.07% | 134 |
|
|
2024
Q4 | $336K | Buy |
2,546
+149
| +6% | +$19.7K | 0.07% | 138 |
|
|
2024
Q3 | $340K | Hold |
2,397
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $305K | Hold |
2,397
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $315K | Hold |
2,397
| – | – | 0.09% | 121 |
|
|
2023
Q4 | $300K | Hold |
2,397
| – | – | 0.09% | 119 |
|
|
2023
Q3 | $276K | Hold |
2,397
| – | – | 0.09% | 112 |
|
|
2023
Q2 | $294K | Hold |
2,397
| – | – | 0.1% | 109 |
|
|
2023
Q1 | $297K | Hold |
2,397
| – | – | 0.11% | 93 |
|
|
2022
Q4 | $300K | Buy |
+2,397
| New | +$300K | 0.12% | 106 |
|