VPP
Vertex Planning Partners’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-44,855
| Closed | -$1.17M | – | 189 |
|
|
2024
Q4 | $1.17M | Buy |
44,855
+1,520
| +4% | +$39.8K | 0.26% | 54 |
|
|
2024
Q3 | $1.26M | Sell |
43,335
-14,193
| -25% | -$413K | 0.3% | 43 |
|
|
2024
Q2 | $1.57M | Buy |
57,528
+19,225
| +50% | +$523K | 0.41% | 36 |
|
|
2024
Q1 | $1.07M | Sell |
38,303
-1,681
| -4% | -$47K | 0.3% | 44 |
|
|
2023
Q4 | $1.16M | Buy |
39,984
+3,438
| +9% | +$99.8K | 0.34% | 35 |
|
|
2023
Q3 | $956K | Buy |
36,546
+13,613
| +59% | +$356K | 0.33% | 40 |
|
|
2023
Q2 | $686K | Buy |
22,933
+1,015
| +5% | +$30.3K | 0.23% | 57 |
|
|
2023
Q1 | $677K | Buy |
21,918
+7,207
| +49% | +$223K | 0.25% | 54 |
|
|
2022
Q4 | $427K | Buy |
+14,711
| New | +$427K | 0.17% | 78 |
|