VA
Valmark Advisers’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
26,132
+2,860
| +12% | +$499K | 0.06% | 120 |
|
|
2025
Q1 | $4.05M | Buy |
23,272
+1,987
| +9% | +$346K | 0.06% | 126 |
|
|
2024
Q4 | $3.52M | Buy |
21,285
+2,379
| +13% | +$393K | 0.05% | 132 |
|
|
2024
Q3 | $3.2M | Buy |
18,906
+722
| +4% | +$122K | 0.05% | 138 |
|
|
2024
Q2 | $2.77M | Buy |
18,184
+2,798
| +18% | +$427K | 0.05% | 143 |
|
|
2024
Q1 | $2.4M | Buy |
15,386
+7,046
| +84% | +$1.1M | 0.04% | 152 |
|
|
2023
Q4 | $1.21M | Buy |
8,340
+2,757
| +49% | +$400K | 0.02% | 223 |
|
|
2023
Q3 | $745K | Buy |
5,583
+2,996
| +116% | +$400K | 0.02% | 267 |
|
|
2023
Q2 | $364K | Buy |
2,587
+1,004
| +63% | +$141K | 0.01% | 372 |
|
|
2023
Q1 | $217K | Buy |
1,583
+6
| +0.4% | +$821 | ﹤0.01% | 443 |
|
|
2022
Q4 | $214K | Buy |
+1,577
| New | +$214K | ﹤0.01% | 421 |
|
|
2020
Q1 | – | Sell |
-64,420
| Closed | -$7.36M | – | 239 |
|
|
2019
Q4 | $7.36M | Buy |
+64,420
| New | +$7.36M | 0.16% | 35 |
|