Vivid Wealth Management’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.74M	Buy	5,187 +28	+0.5%	+$14.8K	1.2%	33
2025 Q1	$2.62M	Buy	5,159 +630	+14%	+$320K	1.31%	22
2024 Q4	$2.26M	Buy	4,529 +180	+4%	+$89.6K	1.14%	37
2024 Q3	$2.25M	Buy	+4,349	New	+$2.25M	1.17%	38