VIA
Vickerman Investment Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,454
| Closed | -$467K | – | 65 |
|
|
2024
Q1 | $467K | Sell |
18,454
-1,775
| -9% | -$44.9K | 0.15% | 54 |
|
|
2023
Q4 | $519K | Sell |
20,229
-4,432
| -18% | -$114K | 0.18% | 54 |
|
|
2023
Q3 | $600K | Buy |
24,661
+1,316
| +6% | +$32K | 0.25% | 54 |
|
|
2023
Q2 | $592K | Sell |
23,345
-541
| -2% | -$13.7K | 0.23% | 56 |
|
|
2023
Q1 | $616K | Buy |
23,886
+615
| +3% | +$15.9K | 0.24% | 55 |
|
|
2022
Q4 | $585K | Sell |
23,271
-27,236
| -54% | -$684K | 0.27% | 58 |
|
|
2022
Q3 | $1.26M | Buy |
50,507
+1,253
| +3% | +$31.3K | 0.61% | 46 |
|
|
2022
Q2 | $1.3M | Buy |
49,254
+28,856
| +141% | +$760K | 0.61% | 49 |
|
|
2022
Q1 | $537K | Buy |
20,398
+95
| +0.5% | +$2.5K | 0.24% | 61 |
|
|
2021
Q4 | $601K | Sell |
20,303
-28,665
| -59% | -$849K | 0.24% | 61 |
|
|
2021
Q3 | $1.46M | Buy |
+48,968
| New | +$1.46M | 0.58% | 47 |
|