Keystone Wealth Services’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 | $930K | Sell |
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|
2025
Q1 | $944K | Sell |
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|
2024
Q4 | $994K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $940K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1,000K | Buy |
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|
2023
Q3 | $889K | Sell |
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|
2023
Q2 | $916K | Buy |
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|
2023
Q1 | $858K | Buy |
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|
2022
Q4 | $774K | Buy |
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