VPP
Vertex Planning Partners’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51,913
| Closed | -$1.51M | – | 190 |
|
|
2024
Q4 | $1.51M | Buy |
51,913
+4,126
| +9% | +$120K | 0.33% | 49 |
|
|
2024
Q3 | $1.41M | Sell |
47,787
-80
| -0.2% | -$2.35K | 0.34% | 42 |
|
|
2024
Q2 | $1.38M | Buy |
47,867
+12,753
| +36% | +$368K | 0.36% | 39 |
|
|
2024
Q1 | $1.02M | Buy |
35,114
+8,763
| +33% | +$253K | 0.28% | 45 |
|
|
2023
Q4 | $765K | Buy |
26,351
+3,599
| +16% | +$105K | 0.23% | 56 |
|
|
2023
Q3 | $653K | Buy |
22,752
+1,891
| +9% | +$54.3K | 0.22% | 56 |
|
|
2023
Q2 | $601K | Buy |
20,861
+1,426
| +7% | +$41.1K | 0.2% | 62 |
|
|
2023
Q1 | $568K | Buy |
19,435
+3,892
| +25% | +$114K | 0.21% | 58 |
|
|
2022
Q4 | $449K | Buy |
+15,543
| New | +$449K | 0.18% | 73 |
|