Confluence Wealth Services’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

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