Integrated Wealth Concepts’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Integrated Wealth Concepts’s Portfolio VLU Stock Details VLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$896K	Sell
2024 Q3	$913K	Buy
2024 Q2	$844K	Buy
2023 Q4	–	Sell
2023 Q3	$841K	Buy
2022 Q2	–	Sell
2022 Q1	$667K	Sell
2021 Q4	$1.96M	Buy
2021 Q3	$1.3M	Buy
2021 Q2	$815K	Buy