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First Community Trust’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

First Community Trust’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21
Closed -$3.37K – 296
2023
Q4 		$3.37K Buy
+21
New +$3.13K ﹤0.01% 275

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Community Trust's VLU Position: Q1 2024 in Review

First Community Trust sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2024, closing a stake of 21 shares — an estimated $3.37K sold.

First Community Trust first reported a position in VLU in Q4 2023 and held it in 1 quarter. The position peaked at $3.37K in Q4 2023. 64 funds tracked by Wall St. Rank hold VLU as of Q1 2024.

  • First Community Trust reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q1 2024 after selling out during the quarter.
  • First Community Trust sold 21 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2024, an estimated $3.37K.
  • First Community Trust first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2023 and held it in 1 quarter.
  • First Community Trust's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $3.37K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2024.

Based on First Community Trust's 13F filing for Q1 2024, filed 10 Apr 2024.