Stratos 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
$2.68M Buy
+13,956
New +$2.68M 0.04% 419
2022
Q4
Sell
-2,545
Closed -$320K 1186
2022
Q3
$320K Sell
2,545
-1,550
-38% -$195K 0.01% 839
2022
Q2
$548K Sell
4,095
-22,578
-85% -$3.02M 0.01% 696
2022
Q1
$4.13M Buy
+26,673
New +$4.13M 0.09% 212
2021
Q3
Sell
-13,102
Closed -$1.92M 1246
2021
Q2
$1.92M Buy
+13,102
New +$1.92M 0.05% 357