Vertex Planning Partners’s SPDR Portfolio Short Term Treasury ETF SPTS 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
$1.51M Buy
2024
Q3
$1.41M Sell
2024
Q2
$1.38M Buy
2024
Q1
$1.02M Buy
2023
Q4
$765K Buy
2023
Q3
$653K Buy
2023
Q2
$601K Buy
2023
Q1
$568K Buy
2022
Q4
$449K Buy