VPP
Vertex Planning Partners’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
11,592
+452
| +4% | +$33.9K | 0.18% | 72 |
|
|
2025
Q1 | $758K | Sell |
11,140
-696
| -6% | -$47.3K | 0.17% | 76 |
|
|
2024
Q4 | $845K | Buy |
11,836
+934
| +9% | +$66.7K | 0.19% | 71 |
|
|
2024
Q3 | $764K | Buy |
10,902
+246
| +2% | +$17.2K | 0.18% | 63 |
|
|
2024
Q2 | $707K | Sell |
10,656
-338
| -3% | -$22.4K | 0.18% | 62 |
|
|
2024
Q1 | $705K | Buy |
10,994
+1,015
| +10% | +$65.1K | 0.2% | 60 |
|
|
2023
Q4 | $583K | Buy |
9,979
+2,925
| +41% | +$171K | 0.17% | 68 |
|
|
2023
Q3 | $370K | Buy |
7,054
+432
| +7% | +$22.7K | 0.13% | 88 |
|
|
2023
Q2 | $361K | Buy |
6,622
+221
| +3% | +$12K | 0.12% | 86 |
|
|
2023
Q1 | $323K | Sell |
6,401
-2,353
| -27% | -$119K | 0.12% | 86 |
|
|
2022
Q4 | $414K | Buy |
+8,754
| New | +$414K | 0.16% | 82 |
|