Vertex Planning Partners’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
157,049
+279
| +0.2% | +$26.6K | 3.13% | 5 |
|
|
2025
Q1 | $12.6M | Buy |
156,770
+3,537
| +2% | +$284K | 2.75% | 7 |
|
|
2024
Q4 | $13.5M | Sell |
153,233
-76,543
| -33% | -$6.73M | 2.97% | 7 |
|
|
2024
Q3 | $19.1M | Buy |
229,776
+2,710
| +1% | +$225K | 4.56% | 7 |
|
|
2024
Q2 | $18.2M | Buy |
227,066
+2,761
| +1% | +$221K | 4.72% | 6 |
|
|
2024
Q1 | $16.4M | Sell |
224,305
-9,191
| -4% | -$672K | 4.54% | 6 |
|
|
2023
Q4 | $15.2M | Buy |
233,496
+220,117
| +1,645% | +$14.3M | 4.5% | 7 |
|
|
2023
Q3 | $793K | Buy |
+13,379
| New | +$793K | 0.27% | 46 |
|