VPP
Vertex Planning Partners’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-221,941
| Closed | -$5.55M | – | 188 |
|
|
2024
Q4 | $5.55M | Sell |
221,941
-53,246
| -19% | -$1.33M | 1.22% | 19 |
|
|
2024
Q3 | $7.19M | Sell |
275,187
-110,931
| -29% | -$2.9M | 1.72% | 16 |
|
|
2024
Q2 | $9.69M | Buy |
386,118
+150,789
| +64% | +$3.78M | 2.51% | 10 |
|
|
2024
Q1 | $5.95M | Buy |
235,329
+73,471
| +45% | +$1.86M | 1.65% | 12 |
|
|
2023
Q4 | $4.15M | Sell |
161,858
-1,032
| -0.6% | -$26.5K | 1.23% | 12 |
|
|
2023
Q3 | $3.96M | Buy |
162,890
+1,739
| +1% | +$42.3K | 1.36% | 13 |
|
|
2023
Q2 | $4.09M | Buy |
161,151
+10,427
| +7% | +$265K | 1.39% | 13 |
|
|
2023
Q1 | $3.89M | Buy |
150,724
+46,379
| +44% | +$1.2M | 1.46% | 14 |
|
|
2022
Q4 | $2.62M | Buy |
+104,345
| New | +$2.62M | 1.02% | 17 |
|