Geneos Wealth Management’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 | $19.4K | Hold |
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|
2025
Q2 | $18.3K | Sell |
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|
2025
Q1 | $34.9K | Buy |
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|
2024
Q4 | $17.5K | Hold |
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|
2024
Q3 | $17.5K | Hold |
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|
2024
Q2 | $16.3K | Hold |
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|
2024
Q1 | $16.7K | Hold |
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|
2023
Q4 | $15.2K | Hold |
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|
2023
Q3 | $13.7K | Hold |
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|
2023
Q2 | $14.1K | Hold |
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|
2023
Q1 | $13.5K | Hold |
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|
2022
Q4 | $13.3K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $13K | Sell |
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|
2020
Q4 | $15K | Buy |
|