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VitalStone Financial’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

VitalStone Financial’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$1K – 657
2023
Q2 		$1K Sell
7
-50
-88% -$7.15K ﹤0.01% 889
2023
Q1 		$9K Hold
57
– – 0.01% 217
2022
Q4 		$8K Buy
+57
New +$7.93K 0.01% 379

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

VitalStone Financial's VLU Position: Q3 2023 in Review

VitalStone Financial sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2023, closing a stake of 7 shares — an estimated $1K sold.

VitalStone Financial first reported a position in VLU in Q4 2022 and held it in 3 quarters. The position peaked at $9K in Q1 2023. 54 funds tracked by Wall St. Rank hold VLU as of Q3 2023.

  • VitalStone Financial reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 7 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2023, an estimated $1K.
  • VitalStone Financial first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2022 and held it in 3 quarters.
  • VitalStone Financial's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $9K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.