Great Valley Advisor Group’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 | $817K | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $929K | Buy |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $296K | Buy |
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