Verde Capital Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$333M
Signature - Title
Carl Szasz - President and Chief Compliance Officer
Location
Clarkston, MI
Summary
This page shows a list of all the recent 13F filings made by Verde Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Verde Capital Management reported 52 stock holdings with total value $333M as of Q3 2024. Top holdings included ESGV, MOAT, QQQM, FNDF, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 52 $333M +$13.2M -$15.6M -$2.43M ESGV, MOAT, QQQM, FNDF, IJH 13F-HR 10/18/2024, 03:47 PM
Q2 2024 45 $315M +$38.4M -$10.2M +$28.2M ESGV, MOAT, QQQM, FNDF, IJH 13F-HR 7/18/2024, 09:35 AM
Q1 2024 42 $292M +$31.6M -$6.28M +$25.3M MOAT, ESGV, QQQM, FNDF, IJH 13F-HR 4/15/2024, 10:19 AM
Q4 2023 43 $265M +$3.84M -$25.5M -$21.6M MOAT, ESGV, QQQM, FNDF, IJH 13F-HR 1/12/2024, 12:47 PM
Q3 2023 43 $257M +$10.1M -$5.42M +$4.7M MOAT, ESGV, QQQM, FNDF, IJH 13F-HR 11/14/2023, 05:05 PM
Q2 2023 42 $264M +$7.29M -$1.62M +$5.66M MOAT, ESGV, QQQM, FNDF, IJH 13F-HR 7/13/2023, 04:41 PM
Q1 2023 39 $240M +$7.46M -$1.62M +$5.84M MOAT, ESGV, QQQM, FNDF, IJH 13F-HR 4/25/2023, 04:39 PM
Q4 2022 39 $209M +$21.2M -$25.9M -$4.7M MOAT, ESGV, IJH, FNDF, QQQM 13F-HR 1/24/2023, 05:04 PM
Q3 2022 38 $206M +$17.2M -$13.4M +$3.81M MOAT, ESGV, IJH, VEA, QQQM 13F-HR 11/14/2022, 11:20 AM
Q2 2022 39 $218M +$45.3M -$37M +$8.29M MOAT, ESGV, IJH, VEA, BIV 13F-HR 7/28/2022, 03:21 PM
Q1 2022 41 $252M +$13.4M -$6.46M +$6.97M MOAT, VEA, IJH, BIV, XMMO 13F-HR 4/18/2022, 05:03 PM
Q4 2021 40 $263M +$25.1M -$12.7M +$12.4M MOAT, IJH, VEA, BIV, XMMO 13F-HR 1/24/2022, 03:15 PM
Q3 2021 37 $240M +$15.3M -$9.38M +$5.91M MOAT, BIV, VEA, XMMO, IJH 13F-HR 10/13/2021, 11:59 AM
Q2 2021 41 $238M +$50.8M -$51.3M -$487K BIV, MOAT, XMMO, VEA, IJH 13F-HR 7/14/2021, 03:43 PM
Q1 2021 37 $227M +$34.9M -$13.7M +$21.2M BIV, MOAT, XMLV, XMMO, EFAV 13F-HR 4/14/2021, 01:54 PM
Q4 2020 39 $201M +$19.5M -$10.5M +$8.95M EFAV, BIV, MOAT, XMMO, XMLV 13F-HR 1/29/2021, 09:12 AM
Q3 2020 44 $176M +$47.9M -$29.9M +$18M BIV, EFAV, MOAT, XMLV, USMV 13F-HR 11/3/2020, 12:22 PM
Q2 2020 39 $153M +$12M -$17.8M -$5.75M XMLV, BIV, EFAV, MOAT, USMV 13F-HR 7/20/2020, 02:46 PM
Q1 2020 34 $141M +$19M -$19.7M -$709K XMLV, EFAV, BIV, USMV, MOAT 13F-HR 4/15/2020, 02:49 PM
Q4 2019 37 $171M $0 $0 XMLV, EFAV, BRMK, USMV, BIV 13F-HR 2/11/2020, 01:53 PM