Confluence Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $665K | Sell |
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|
2025
Q4 | $819K | Sell |
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|
2025
Q3 | $897K | Hold |
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|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | $689K | Hold |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $796K | Buy |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $410K | Buy |
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