VPP
Vertex Planning Partners’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
9,132
+18
| +0.2% | +$767 | 0.08% | 125 |
|
|
2025
Q1 | $371K | Sell |
9,114
-2,712
| -23% | -$111K | 0.08% | 124 |
|
|
2024
Q4 | $531K | Buy |
11,826
+416
| +4% | +$18.7K | 0.12% | 100 |
|
|
2024
Q3 | $519K | Buy |
11,410
+149
| +1% | +$6.78K | 0.12% | 87 |
|
|
2024
Q2 | $468K | Sell |
11,261
-43
| -0.4% | -$1.79K | 0.12% | 89 |
|
|
2024
Q1 | $487K | Sell |
11,304
-853
| -7% | -$36.7K | 0.13% | 90 |
|
|
2023
Q4 | $513K | Buy |
12,157
+1,466
| +14% | +$61.8K | 0.15% | 82 |
|
|
2023
Q3 | $394K | Sell |
10,691
-140
| -1% | -$5.17K | 0.14% | 81 |
|
|
2023
Q2 | $421K | Buy |
10,831
+4,456
| +70% | +$173K | 0.14% | 75 |
|
|
2023
Q1 | $241K | Sell |
6,375
-38
| -0.6% | -$1.44K | 0.09% | 108 |
|
|
2022
Q4 | $237K | Buy |
+6,413
| New | +$237K | 0.09% | 136 |
|