Vertex Planning Partners’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Buy |
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|
2025
Q2 | $396K | Sell |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $494K | Hold |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $514K | Sell |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $432K | Hold |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $537K | Buy |
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