Comprehensive Financial Planning’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$639K Sell
3,327
-92
-3% -$17.7K 0.5% 51
2025
Q1
$629K Buy
3,419
+16
+0.5% +$2.94K 0.61% 42
2024
Q4
$626K Buy
+3,403
New +$626K 0.53% 43