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

Bought

Maintained

Sold

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