VIM
Vista Investment Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
25,734
-117
| -0.5% | -$8.51K | 0.69% | 45 |
|
|
2025
Q1 | $1.7M | Sell |
25,851
-367
| -1% | -$24.1K | 0.66% | 48 |
|
|
2024
Q4 | $1.81M | Sell |
26,218
-894
| -3% | -$61.6K | 0.69% | 44 |
|
|
2024
Q3 | $1.83M | Sell |
27,112
-590
| -2% | -$39.8K | 0.69% | 49 |
|
|
2024
Q2 | $1.77M | Sell |
27,702
-572
| -2% | -$36.6K | 0.72% | 45 |
|
|
2024
Q1 | $1.74M | Sell |
28,274
-145
| -0.5% | -$8.92K | 0.71% | 42 |
|
|
2023
Q4 | $1.59M | Sell |
28,419
-14
| -0% | -$783 | 0.74% | 42 |
|
|
2023
Q3 | $1.43M | Sell |
28,433
-274
| -1% | -$13.8K | 0.75% | 43 |
|
|
2023
Q2 | $1.5M | Sell |
28,707
-534
| -2% | -$27.8K | 0.76% | 45 |
|
|
2023
Q1 | $1.41M | Sell |
29,241
-55
| -0.2% | -$2.65K | 0.74% | 45 |
|
|
2022
Q4 | $1.32M | Buy |
29,296
+10
| +0% | +$450 | 0.75% | 39 |
|
|
2022
Q3 | $1.23M | Buy |
29,286
+445
| +2% | +$18.7K | 0.76% | 37 |
|
|
2022
Q2 | $1.28M | Buy |
28,841
+3,370
| +13% | +$149K | 0.77% | 38 |
|
|
2022
Q1 | $1.35M | Sell |
25,471
-858
| -3% | -$45.6K | 0.74% | 45 |
|
|
2021
Q4 | $1.47M | Sell |
26,329
-893
| -3% | -$49.9K | 0.8% | 39 |
|
|
2021
Q3 | $1.37M | Sell |
27,222
-621
| -2% | -$31.3K | 0.81% | 39 |
|
|
2021
Q2 | $1.4M | Sell |
27,843
-402
| -1% | -$20.2K | 0.83% | 41 |
|
|
2021
Q1 | $1.32M | Sell |
28,245
-72
| -0.3% | -$3.36K | 0.82% | 40 |
|
|
2020
Q4 | $1.25M | Sell |
28,317
-4,168
| -13% | -$183K | 0.83% | 41 |
|
|
2020
Q3 | $1.28M | Sell |
32,485
-6,731
| -17% | -$265K | 0.98% | 36 |
|
|
2020
Q2 | $1.42M | Sell |
39,216
-12,799
| -25% | -$464K | 1.22% | 24 |
|
|
2020
Q1 | $1.57M | Sell |
52,015
-2,327
| -4% | -$70.4K | 1.61% | 18 |
|
|
2019
Q4 | $2.06M | Sell |
54,342
-6,548
| -11% | -$248K | 1.54% | 12 |
|
|
2019
Q3 | $2.12M | Sell |
60,890
-30,580
| -33% | -$1.07M | 1.75% | 12 |
|
|
2019
Q2 | $3.16M | Sell |
91,470
-2,012
| -2% | -$69.5K | 2.67% | 2 |
|
|
2019
Q1 | $3.11M | Sell |
93,482
-3,215
| -3% | -$107K | 2.72% | 2 |
|
|
2018
Q4 | $2.83M | Buy |
96,697
+52,399
| +118% | +$1.53M | 2.91% | 1 |
|
|
2018
Q3 | $1.51M | Buy |
44,298
+17,950
| +68% | +$611K | 1.33% | 19 |
|
|
2018
Q2 | $840K | Buy |
26,348
+1,398
| +6% | +$44.6K | 0.82% | 46 |
|
|
2018
Q1 | $772K | Buy |
24,950
+415
| +2% | +$12.8K | 0.81% | 51 |
|
|
2017
Q4 | $768K | Buy |
+24,535
| New | +$768K | 0.8% | 47 |
|