Vestia Personal Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$929K	Sell	1,504 -80	-5%	-$49.4K	0.64%	31
2025 Q1	$886K	Sell	1,584 -80	-5%	-$44.8K	0.7%	28
2024 Q4	$975K	Buy	1,664 +62	+4%	+$36.3K	0.8%	28
2024 Q3	$919K	Buy	1,602 +16	+1%	+$9.18K	0.87%	26
2024 Q2	$863K	Buy	+1,586	New	+$863K	0.92%	24