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