VT
Vise Technologies’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+2,156
| New | +$293K | 0.01% | 848 |
|
|
2024
Q4 | $252K | Sell |
1,909
-2
| -0.1% | -$264 | 0.02% | 674 |
|
|
2024
Q3 | $271K | Hold |
1,911
| – | – | 0.03% | 476 |
|
|
2024
Q2 | $243K | Buy |
+1,911
| New | +$243K | 0.04% | 360 |
|
|
2024
Q1 | – | Sell |
-2,302
| Closed | -$288K | – | 399 |
|
|
2023
Q4 | $288K | Hold |
2,302
| – | – | 0.06% | 279 |
|
|
2023
Q3 | $265K | Buy |
2,302
+535
| +30% | +$61.5K | 0.07% | 264 |
|
|
2023
Q2 | $217K | Buy |
+1,767
| New | +$217K | 0.05% | 310 |
|