Keystone Financial Group (Kentucky)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
1,760
+59
| +3% | +$11.3K | 0.03% | 296 |
|
|
2025
Q1 | $313K | Buy |
1,701
+36
| +2% | +$6.62K | 0.03% | 284 |
|
|
2024
Q4 | $306K | Buy |
1,665
+89
| +6% | +$16.4K | 0.03% | 292 |
|
|
2024
Q3 | $291K | Buy |
+1,576
| New | +$291K | 0.04% | 284 |
|
|
2024
Q2 | – | Sell |
-1,179
| Closed | -$207K | – | 322 |
|
|
2024
Q1 | $207K | Buy |
+1,179
| New | +$207K | 0.03% | 327 |
|