Vertex Planning Partners’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $531K | Buy |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $487K | Sell |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $237K | Buy |
|