Atwood & Palmer’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Buy |
208,869
+412
| +0.2% | +$16.1K | 0.51% | 48 |
|
|
2025
Q1 | $7.3M | Buy |
208,457
+23,638
| +13% | +$828K | 0.51% | 52 |
|
|
2024
Q4 | $6.76M | Sell |
184,819
-2,219
| -1% | -$81.2K | 0.46% | 52 |
|
|
2024
Q3 | $6.73M | Buy |
187,038
+122,465
| +190% | +$4.41M | 0.46% | 52 |
|
|
2024
Q2 | $2.21M | Buy |
64,573
+5,160
| +9% | +$176K | 0.17% | 62 |
|
|
2024
Q1 | $1.94M | Buy |
59,413
+11,928
| +25% | +$389K | 0.15% | 64 |
|
|
2023
Q4 | $1.41M | Buy |
47,485
+6,205
| +15% | +$184K | 0.11% | 67 |
|
|
2023
Q3 | $1.11M | Buy |
+41,280
| New | +$1.11M | 0.1% | 72 |
|