Steward Partners Investment Advisory’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	$35.4K	Hold	184	–	–	﹤0.01%	2648
2025 Q1	$33.8K	Hold	184	–	–	﹤0.01%	2572
2024 Q4	$33.9K	Sell	184 -16	-8%	-$2.95K	﹤0.01%	2540
2024 Q3	$36.9K	Sell	200 -250	-56%	-$46.1K	﹤0.01%	2385
2024 Q2	$77.4K	Buy	+450	New	+$77.4K	﹤0.01%	1897