Vestia Personal Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$563K	Buy	7,060 +6	+0.1%	+$479	0.39%	40
2025 Q1	$553K	Sell	7,054 -90	-1%	-$7.06K	0.44%	39
2024 Q4	$623K	Sell	7,144 -21	-0.3%	-$1.83K	0.51%	35
2024 Q3	$622K	Sell	7,165 -92	-1%	-$7.99K	0.59%	34
2024 Q2	$568K	Buy	+7,257	New	+$568K	0.61%	34