Ameritas Advisory Services’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
6,628
-250
| -4% | -$48K | 0.07% | 292 |
|
|
2025
Q1 | $1.26M | Buy |
6,878
+554
| +9% | +$102K | 0.05% | 331 |
|
|
2024
Q4 | $1.16M | Buy |
6,324
+410
| +7% | +$75.5K | 0.04% | 373 |
|
|
2024
Q3 | $1.09M | Buy |
5,914
+350
| +6% | +$64.5K | 0.05% | 360 |
|
|
2024
Q2 | $957K | Buy |
5,564
+984
| +21% | +$169K | 0.04% | 420 |
|
|
2024
Q1 | $801K | Buy |
4,580
+2,879
| +169% | +$504K | 0.03% | 435 |
|
|
2023
Q4 | $273K | Buy |
+1,701
| New | +$273K | 0.02% | 573 |
|
|
2023
Q2 | – | Sell |
-1,114
| Closed | -$160K | – | 2457 |
|
|
2023
Q1 | $160K | Buy |
+1,114
| New | +$160K | 0.01% | 836 |
|