Level Four Advisory Services’s State Street 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
Q3 | $635K | Buy |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $507K | Hold |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $469K | Hold |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $429K | Hold |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $793K | Sell |
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|
2021
Q3 | $841K | Buy |
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|
2021
Q2 | $800K | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $4.88M | Buy |
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|
2020
Q3 | $3.85M | Buy |
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|
2020
Q2 | $3.56M | Buy |
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