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

Waterloo Capital’s Portfolio VLU Stock Details VLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$621K	Sell
2025 Q4	$1.01M	Sell
2025 Q3	$1.23M	Buy
2025 Q2	$899K	Buy
2025 Q1	$597K	Buy
2024 Q4	$417K	Sell
2024 Q3	$478K	Buy