Flagship Private Wealth’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $297K | Hold |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $150K | Hold |
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|
2020
Q4 | $131K | Buy |
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