MWM
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Mascagni Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Mascagni Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$343K Buy
6,551
+18
+0.3% +$942 0.29% 84
2025
Q1 		$334K Hold
6,533
– – 0.33% 76
2024
Q4 		$334K Buy
+6,533
New +$334K 0.33% 76