LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $10.1M | Buy |
|
|||||
|
2023
Q3 | $8.59M | Sell |
|
|||||
|
2023
Q2 | $8.83M | Sell |
|
|||||
|
2023
Q1 | $8.64M | Buy |
|
|||||
|
2022
Q4 | $8.29M | Sell |
|
|||||
|
2022
Q3 | $7.62M | Buy |
|
|||||
|
2022
Q2 | $8.02M | Sell |
|
|||||
|
2022
Q1 | $9.32M | Sell |
|
|||||
|
2021
Q4 | $9.4M | Buy |
|
|||||
|
2021
Q3 | $8.6M | Buy |
|
|||||
|
2021
Q2 | $8.41M | Buy |
|