CAWM
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Capital A Wealth Management’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-19
Closed -$665 – 829
2025
Q1 		$665 Buy
+19
New +$698 ﹤0.01% 590

Other funds holding VSLU

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NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
WG
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JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Capital A Wealth Management's VSLU Position: Q2 2025 in Review

Capital A Wealth Management sold out of Applied Finance Valuation Large Cap ETF (VSLU) in Q2 2025, closing a stake of 19 shares — an estimated $665 sold.

Capital A Wealth Management first reported a position in VSLU in Q1 2025 and held it in 1 quarter. The position peaked at $665 in Q1 2025. 40 funds tracked by Wall St. Rank hold VSLU as of Q2 2025.

  • Capital A Wealth Management reported no remaining Applied Finance Valuation Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 19 Applied Finance Valuation Large Cap ETF shares in Q2 2025, an estimated $665.
  • Capital A Wealth Management first reported a position in Applied Finance Valuation Large Cap ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Applied Finance Valuation Large Cap ETF position peaked at $665 in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.