GeoWealth Management’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
2024 Q4	–	Sell	-20	Closed	-$3.69K	–	1891
2024 Q3	$3.69K	Buy	+20	New	+$3.69K	﹤0.01%	1490
2023 Q4	–	Sell	-32,466	Closed	-$4.69M	–	729
2023 Q3	$4.69M	Buy	+32,466	New	+$4.69M	0.53%	52