VPP
Vertex Planning Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
54,259
+694
| +1% | +$36.3K | 0.59% | 39 |
|
|
2025
Q1 | $2.74M | Sell |
53,565
-310
| -0.6% | -$15.8K | 0.6% | 33 |
|
|
2024
Q4 | $2.76M | Buy |
53,875
+342
| +0.6% | +$17.5K | 0.61% | 34 |
|
|
2024
Q3 | $2.83M | Buy |
53,533
+423
| +0.8% | +$22.4K | 0.68% | 27 |
|
|
2024
Q2 | $2.59M | Buy |
53,110
+884
| +2% | +$43.1K | 0.67% | 25 |
|
|
2024
Q1 | $2.62M | Buy |
52,226
+1,732
| +3% | +$86.8K | 0.72% | 22 |
|
|
2023
Q4 | $2.35M | Buy |
50,494
+7,469
| +17% | +$348K | 0.7% | 20 |
|
|
2023
Q3 | $1.78M | Buy |
43,025
+2,482
| +6% | +$102K | 0.61% | 22 |
|
|
2023
Q2 | $1.75M | Buy |
40,543
+2,394
| +6% | +$103K | 0.6% | 25 |
|
|
2023
Q1 | $1.55M | Sell |
38,149
-34,287
| -47% | -$1.4M | 0.58% | 28 |
|
|
2022
Q4 | $2.82M | Buy |
+72,436
| New | +$2.82M | 1.1% | 15 |
|