Beacon Financial Group’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.04M Buy
2023
Q1
$961K Buy
2022
Q4
$778K Sell
2022
Q3
$761K Buy
2022
Q2
$813K Sell
2022
Q1
$1.08M Sell
2021
Q4
$1.14M Buy