Vertex Planning Partners’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.17M Buy
2024
Q3
$1.26M Sell
2024
Q2
$1.57M Buy
2024
Q1
$1.07M Sell
2023
Q4
$1.16M Buy
2023
Q3
$956K Buy
2023
Q2
$686K Buy
2023
Q1
$677K Buy
2022
Q4
$427K Buy