Plan A Wealth’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Plan A Wealth’s Portfolio VSLU Stock Details VSLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$443K	Buy	9,127 +1,191	+15%	+$57.4K	0.16%	95
2026 Q2	$367K	Sell	7,936 -158	-2%	-$7.2K	0.16%	104
2026 Q1	$338K	Hold	8,094	–	–	0.16%	108
2025 Q4	$358K	Buy	+8,094	New	+$352K	0.18%	103

Other funds holding VSLU

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's VSLU Position: Q3 2026 in Review

Plan A Wealth increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 15% in Q3 2026, buying an estimated $57.4K and bringing the position to 9,127 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #95.

Plan A Wealth first reported a position in VSLU in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold VSLU as of Q3 2026.

Plan A Wealth held 9,127 shares of Applied Finance Valuation Large Cap ETF worth $443K as of Q3 2026.
Plan A Wealth bought 1,191 Applied Finance Valuation Large Cap ETF shares in Q3 2026, an estimated $57.4K.
Applied Finance Valuation Large Cap ETF made up 0.16% of Plan A Wealth's portfolio in Q3 2026, its #95 holding.
Plan A Wealth first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.