ICA Group Wealth 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
Q2
$4.57M Sell
26,539
-49,830
-65% -$8.58M 2.74% 9
2024
Q1
$13.4M Buy
76,369
+4,155
+6% +$728K 2.68% 3
2023
Q4
$11.6M Buy
+72,214
New +$11.6M 2.58% 5