Vestia Personal Wealth Advisors’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	$590K	Sell	11,266 -63	-0.6%	-$3.3K	0.4%	39
2025 Q1	$579K	Sell	11,329 -798	-7%	-$40.8K	0.46%	36
2024 Q4	$620K	Buy	12,127 +45	+0.4%	+$2.3K	0.51%	36
2024 Q3	$639K	Sell	12,082 -205	-2%	-$10.8K	0.6%	33
2024 Q2	$599K	Buy	+12,287	New	+$599K	0.64%	32