Vertex Planning Partners’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $988K | Hold |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $1.06M | Hold |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $961K | Hold |
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|
2023
Q4 | $868K | Hold |
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|
2023
Q3 | $784K | Hold |
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|
2023
Q2 | $818K | Hold |
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|
2023
Q1 | $736K | Buy |
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|
2022
Q4 | $588K | Buy |
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