LWA
LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $10.1M | Buy |
63,297
+3,876
| +7% | +$621K | 3.81% | 9 |
|
|
2023
Q3 | $8.59M | Sell |
59,421
-10
| -0% | -$1.45K | 3.76% | 9 |
|
|
2023
Q2 | $8.83M | Sell |
59,431
-1,418
| -2% | -$211K | 3.72% | 10 |
|
|
2023
Q1 | $8.64M | Buy |
60,849
+1,581
| +3% | +$225K | 3.54% | 11 |
|
|
2022
Q4 | $8.29M | Sell |
59,268
-1,227
| -2% | -$172K | 3.47% | 11 |
|
|
2022
Q3 | $7.62M | Buy |
60,495
+594
| +1% | +$74.8K | 2.92% | 14 |
|
|
2022
Q2 | $8.02M | Sell |
59,901
-212
| -0.4% | -$28.4K | 3.78% | 11 |
|
|
2022
Q1 | $9.32M | Sell |
60,113
-244
| -0.4% | -$37.8K | 3.97% | 10 |
|
|
2021
Q4 | $9.4M | Buy |
60,357
+877
| +1% | +$137K | 3.84% | 10 |
|
|
2021
Q3 | $8.6M | Buy |
59,480
+2,033
| +4% | +$294K | 3.77% | 10 |
|
|
2021
Q2 | $8.41M | Buy |
+57,447
| New | +$8.41M | 3.74% | 10 |
|