Vertex Planning Partners’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,595	Closed	-$220K	–	194
2024 Q4	$220K	Buy	4,595 +147	+3%	+$7.03K	0.05%	175
2024 Q3	$203K	Buy	+4,448	New	+$203K	0.05%	159
2024 Q1	–	Sell	-5,261	Closed	-$228K	–	165
2023 Q4	$228K	Buy	+5,261	New	+$228K	0.07%	147