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

Waterloo Capital’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$899K Buy
4,681
+1,433
+44% +$275K 0.07% 191
2025
Q1 		$597K Buy
3,248
+980
+43% +$180K 0.06% 226
2024
Q4 		$417K Sell
2,268
-323
-12% -$59.4K 0.04% 255
2024
Q3 		$478K Buy
+2,591
New +$478K 0.05% 248