VSM Wealth Advisory’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
$1.01M Sell
1,639
-6
-0.4% -$3.71K 0.33% 34
2025
Q1
$920K Buy
1,645
+33
+2% +$18.5K 0.33% 37
2024
Q4
$945K Buy
+1,612
New +$945K 0.34% 37