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Vertex Planning Partners’s SPDR Portfolio TIPS ETF SPIP Stock Holding History

Vertex Planning Partners’s Portfolio SPIP Stock Details SPIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,901
Closed -$253K – 163
2023
Q4 		$253K Buy
9,901
+1,506
+18% +$38.5K 0.08% 136
2023
Q3 		$209K Buy
+8,395
New +$209K 0.07% 132