Vertex Planning Partners, LLC SPYG Holdings History
Vertex Planning Partners, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 156,770.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $12.60 Mil. This investment constitutes 2.75% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q3. And since then Vertex Planning Partners, LLC has made 5 purchases of SPYG, at an average price of $62.37, for a total of 242,504.00 shares. In addition, there have been 2 sales at an average price of $84.67 for 85,734.00 shares. Based on historical transaction data and SPYG's current price of $97.84, Vertex Planning Partners, LLC's estimated gain on his SPYG holdings is $7.47 Mil, reflecting a 49.40% gain to date.
Vertex Planning Partners, LLC SPYG ($97.84) Holding Chart
Vertex Planning Partners, LLC SPYG ($97.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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