Vertex Planning Partners’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
5,926
+253
| +4% | +$13.8K | 0.07% | 144 |
|
|
2025
Q1 | $290K | Sell |
5,673
-13
| -0.2% | -$665 | 0.06% | 144 |
|
|
2024
Q4 | $311K | Sell |
5,686
-350
| -6% | -$19.1K | 0.07% | 143 |
|
|
2024
Q3 | $330K | Sell |
6,036
-996
| -14% | -$54.5K | 0.08% | 121 |
|
|
2024
Q2 | $361K | Sell |
7,032
-50,955
| -88% | -$2.61M | 0.09% | 109 |
|
|
2024
Q1 | $3.09M | Sell |
57,987
-955
| -2% | -$50.9K | 0.86% | 20 |
|
|
2023
Q4 | $2.87M | Buy |
58,942
+13,324
| +29% | +$649K | 0.85% | 18 |
|
|
2023
Q3 | $2M | Buy |
45,618
+9,732
| +27% | +$426K | 0.69% | 21 |
|
|
2023
Q2 | $1.65M | Sell |
35,886
-346
| -1% | -$15.9K | 0.56% | 27 |
|
|
2023
Q1 | $1.59M | Sell |
36,232
-6,125
| -14% | -$269K | 0.6% | 27 |
|
|
2022
Q4 | $1.8M | Buy |
+42,357
| New | +$1.8M | 0.7% | 21 |
|