Virginia Wealth Management Group’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 | $1.24M | Hold |
2,000
| – | – | 0.75% | 38 |
|
|
2025
Q1 | $1.12M | Hold |
2,000
| – | – | 0.69% | 38 |
|
|
2024
Q4 | $1.17M | Hold |
2,000
| – | – | 0.73% | 40 |
|
|
2024
Q3 | $1.15M | Hold |
2,000
| – | – | 0.72% | 40 |
|
|
2024
Q2 | $1.09M | Hold |
2,000
| – | – | 0.89% | 40 |
|
|
2024
Q1 | $1.05M | Hold |
2,000
| – | – | 0.85% | 40 |
|
|
2023
Q4 | $951K | Hold |
2,000
| – | – | 0.83% | 42 |
|
|
2023
Q3 | $855K | Hold |
2,000
| – | – | 0.58% | 49 |
|
|
2023
Q2 | $887K | Hold |
2,000
| – | – | 0.61% | 47 |
|
|
2023
Q1 | $819K | Hold |
2,000
| – | – | 0.56% | 49 |
|
|
2022
Q4 | $765K | Hold |
2,000
| – | – | 0.53% | 53 |
|
|
2022
Q3 | $714K | Buy |
2,000
+20
| +1% | +$7.14K | 0.53% | 53 |
|
|
2022
Q2 | $747K | Buy |
+1,980
| New | +$747K | 0.72% | 48 |
|