Verde Capital Management Closed Holding Positions

Verde Capital Management

  • $320 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DTE
Dte Energy CO

Utilities
Q2 2022 Filed on Jul 28, 2022
2,647
$115.72 - $139.12 $306K - $368K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
Q2 2022 Filed on Jul 28, 2022
5,914
$30.7 - $35.08 $182K - $207K
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on Apr 18, 2022
3,332
$58.6 - $64.21 $195K - $214K
RNG
Ring Central, Inc.

Technology
Q4 2021 Filed on Jan 24, 2022
5,650
$177.8 - $281.64 $1M - $1.59M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2021 Filed on Oct 13, 2021
29,162
$75.34 - $79.52 $2.2M - $2.32M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q3 2021 Filed on Oct 13, 2021
23,839
$73.5 - $78.28 $1.75M - $1.87M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2021 Filed on Oct 13, 2021
44,544
$52.52 - $55.82 $2.34M - $2.49M
F
Ford Motor CO

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
10,511
$12.57 - $14.93 $132K - $157K
Ishares Gold Trust
Q1 2021 Filed on Apr 14, 2021
50,539
N/A
BA
Boeing CO

Industrials
Q1 2021 Filed on Apr 14, 2021
10,340
$194.03 - $269.19 $2.01M - $2.78M
META
Meta Platforms, Inc.

Communication Services
Q1 2021 Filed on Apr 14, 2021
5,425
$245.64 - $294.53 $1.33M - $1.6M
World Gold Tr
Q1 2021 Filed on Apr 14, 2021
16,755
N/A
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q4 2020 Filed on Jan 29, 2021
701,097
$9.83 - $10.47 $6.89M - $7.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
650
$299.82 - $343.69 $195K - $223K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
6,781
$124.65 - $127.65 $845K - $866K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q4 2020 Filed on Jan 29, 2021
32,842
$29.43 - $33.96 $967K - $1.12M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q3 2020 Filed on Nov 03, 2020
4,643
N/A
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
20,001
$22.04 - $32.17 $441K - $643K
CGC
Canopy Growth Corp

Healthcare
Q3 2020 Filed on Nov 03, 2020
51,501
$14.17 - $19.48 $730K - $1M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2020 Filed on Nov 03, 2020
211,630
$32.11 - $36.44 $6.8M - $7.71M
GLD
Spdr Gold Trust

ETFs
Q2 2020 Filed on Jul 20, 2020
1,449
$149.45 - $167.37 $217K - $243K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2020 Filed on Jul 20, 2020
42,295
$50.12 - $51.49 $2.12M - $2.18M
IEMG
Ishares Inc

ETFs
Q2 2020 Filed on Jul 20, 2020
72,890
$38.83 - $49.26 $2.83M - $3.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on Apr 15, 2020
39,762
$60.97 - $94.78 $2.42M - $3.77M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 15, 2020
14,978
$38.34 - $62.84 $574K - $941K
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