Elevation Wealth Partners’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
$14.4K Hold
75
0.01% 340
2025
Q1
$13.8K Hold
75
0.01% 344
2024
Q4
$13.8K Hold
75
0.01% 343
2024
Q3
$13.8K Buy
+75
New +$13.8K 0.01% 330