Avantax Advisory Services’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $769K | Buy |
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