VWA
Valued Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Hold |
31
| – | – | 0.01% | 147 |
|
|
2025
Q1 | $17.1K | Sell |
31
-2
| -6% | -$1.1K | 0.01% | 166 |
|
|
2024
Q4 | $19.2K | Buy |
33
+1
| +3% | +$582 | 0.01% | 164 |
|
|
2024
Q3 | $18.6K | Buy |
32
+2
| +7% | +$1.16K | 0.01% | 154 |
|
|
2024
Q2 | $16.4K | Buy |
30
+8
| +36% | +$4.38K | 0.01% | 148 |
|
|
2024
Q1 | $11.5K | Buy |
+22
| New | +$11.5K | 0.01% | 172 |
|