Vance Wealth’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
52,928
-4,614
| -8% | -$241K | 0.93% | 25 |
|
|
2025
Q1 | $2.94M | Sell |
57,542
-4,555
| -7% | -$233K | 1.1% | 18 |
|
|
2024
Q4 | $3.18M | Sell |
62,097
-1,462
| -2% | -$74.8K | 1.23% | 17 |
|
|
2024
Q3 | $3.36M | Sell |
63,559
-7,369
| -10% | -$390K | 1.27% | 16 |
|
|
2024
Q2 | $3.46M | Sell |
70,928
-5,571
| -7% | -$272K | 1.42% | 15 |
|
|
2024
Q1 | $3.83M | Buy |
76,499
+21
| +0% | +$1.05K | 1.53% | 16 |
|
|
2023
Q4 | $3.57M | Buy |
76,478
+8,510
| +13% | +$397K | 1.55% | 16 |
|
|
2023
Q3 | $2.8M | Sell |
67,968
-2,344
| -3% | -$96.7K | 1.31% | 21 |
|
|
2023
Q2 | $3.04M | Buy |
70,312
+30,321
| +76% | +$1.31M | 1.38% | 20 |
|
|
2023
Q1 | $1.63M | Buy |
39,991
+9,657
| +32% | +$393K | 0.87% | 27 |
|
|
2022
Q4 | $1.18M | Buy |
+30,334
| New | +$1.18M | 0.74% | 30 |
|