AP
VSLU icon

Atwood & Palmer’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Atwood & Palmer’s Portfolio VSLU Stock Details VSLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.24M Sell
178,279
-26,216
-13% -$1.19M 0.44% 51
2026
Q1 		$8.55M Sell
204,495
-8,094
-4% -$353K 0.48% 50
2025
Q4 		$9.41M Buy
212,589
+1,459
+0.7% +$63.5K 0.53% 49
2025
Q3 		$9.01M Buy
211,130
+2,261
+1% +$92.7K 0.53% 48
2025
Q2 		$8.18M Buy
208,869
+412
+0.2% +$14.8K 0.51% 48
2025
Q1 		$7.3M Buy
208,457
+23,638
+13% +$868K 0.51% 52
2024
Q4 		$6.76M Sell
184,819
-2,219
-1% -$81.7K 0.46% 52
2024
Q3 		$6.73M Buy
187,038
+122,465
+190% +$4.24M 0.46% 52
2024
Q2 		$2.21M Buy
64,573
+5,160
+9% +$168K 0.17% 62
2024
Q1 		$1.94M Buy
59,413
+11,928
+25% +$371K 0.15% 64
2023
Q4 		$1.41M Buy
47,485
+6,205
+15% +$173K 0.11% 67
2023
Q3 		$1.11M Buy
+41,280
New +$1.14M 0.1% 72

Other funds holding VSLU

NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return