KWS
Keystone Wealth Services’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Sell |
4,838
-295
| -6% | -$56.7K | 0.22% | 109 |
|
|
2025
Q1 | $944K | Sell |
5,133
-269
| -5% | -$49.4K | 0.26% | 95 |
|
|
2024
Q4 | $994K | Sell |
5,402
-86
| -2% | -$15.8K | 0.26% | 89 |
|
|
2024
Q3 | $1.01M | Buy |
5,488
+23
| +0.4% | +$4.24K | 0.28% | 85 |
|
|
2024
Q2 | $940K | Sell |
5,465
-711
| -12% | -$122K | 0.29% | 83 |
|
|
2024
Q1 | $1.08M | Sell |
6,176
-63
| -1% | -$11K | 0.35% | 71 |
|
|
2023
Q4 | $1,000K | Buy |
6,239
+90
| +1% | +$14.4K | 0.34% | 70 |
|
|
2023
Q3 | $889K | Sell |
6,149
-17
| -0.3% | -$2.46K | 0.34% | 76 |
|
|
2023
Q2 | $916K | Buy |
6,166
+125
| +2% | +$18.6K | 0.34% | 69 |
|
|
2023
Q1 | $858K | Buy |
6,041
+507
| +9% | +$72K | 0.35% | 69 |
|
|
2022
Q4 | $774K | Buy |
+5,534
| New | +$774K | 0.34% | 65 |
|