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Annapolis Financial Services’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Annapolis Financial Services’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-62
Closed -$8.96K – 503
2023
Q3 		$8.96K Hold
62
– – ﹤0.01% 356
2023
Q2 		$9.21K Buy
+62
New +$8.86K ﹤0.01% 351

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Annapolis Financial Services's VLU Position: Q4 2023 in Review

Annapolis Financial Services sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q4 2023, closing a stake of 62 shares — an estimated $8.96K sold.

Annapolis Financial Services first reported a position in VLU in Q2 2023 and held it in 2 quarters. The position peaked at $9.21K in Q2 2023. 59 funds tracked by Wall St. Rank hold VLU as of Q4 2023.

  • Annapolis Financial Services reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 62 State Street SPDR S&P 1500 Value Tilt ETF shares in Q4 2023, an estimated $8.96K.
  • Annapolis Financial Services first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2023 and held it in 2 quarters.
  • Annapolis Financial Services's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $9.21K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.