J.W. Cole Advisors’s 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
Q2 | $4.05M | Sell |
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|
2025
Q1 | $3.92M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $3.22M | Buy |
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|
2024
Q2 | $2.81M | Buy |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $896K | Buy |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $681K | Sell |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $250K | Buy |
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