Vestia Personal Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$398K	Buy	5,487 +77	+1%	+$5.59K	0.27%	55
2025 Q1	$356K	Sell	5,410 -88	-2%	-$5.79K	0.28%	53
2024 Q4	$379K	Sell	5,498 -108,210	-95%	-$7.46M	0.31%	49
2024 Q3	$360K	Buy	113,708 +110,044	+3,003%	+$349K	0.34%	47
2024 Q2	$235K	Buy	+3,664	New	+$235K	0.25%	65