Roger Wittlin Investment Advisory’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.01M | Sell |
|
|||||
|
2025
Q2 | $8.1M | Buy |
|
|||||
|
2025
Q1 | $7.48M | Sell |
|
|||||
|
2024
Q4 | $7.5M | Buy |
|
|||||
|
2024
Q3 | $7.47M | Sell |
|
|||||
|
2024
Q2 | $7.27M | Sell |
|
|||||
|
2024
Q1 | $7.5M | Buy |
|
|||||
|
2023
Q4 | $5.58M | Buy |
|
|||||
|
2023
Q3 | $4.86M | Buy |
|
|||||
|
2023
Q2 | $4.96M | Buy |
|
|||||
|
2023
Q1 | $4.72M | Buy |
|
|||||
|
2022
Q4 | $4M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.91M | Buy |
|