ShoreHaven Wealth Partners’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Sell |
29,008
-1,587
| -5% | -$305K | 2.28% | 12 |
|
|
2025
Q1 | $5.62M | Buy |
30,595
+2,768
| +10% | +$509K | 2.69% | 10 |
|
|
2024
Q4 | $5.12M | Sell |
27,827
-294
| -1% | -$54.1K | 2.42% | 12 |
|
|
2024
Q3 | $5.19M | Buy |
28,121
+97
| +0.3% | +$17.9K | 2.5% | 12 |
|
|
2024
Q2 | $4.82M | Sell |
28,024
-2,125
| -7% | -$366K | 2.53% | 11 |
|
|
2024
Q1 | $5.29M | Sell |
30,149
-418
| -1% | -$73.3K | 2.91% | 9 |
|
|
2023
Q4 | $4.9M | Buy |
30,567
+24,106
| +373% | +$3.86M | 2.98% | 10 |
|
|
2023
Q3 | $934K | Buy |
+6,461
| New | +$934K | 0.64% | 34 |
|