Wealth Enhancement Advisory Services’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
21,295
-6,177
| -22% | -$1.09M | 0.01% | 1031 |
|
|
2025
Q1 | $4.78M | Sell |
27,472
-1,354
| -5% | -$236K | 0.01% | 854 |
|
|
2024
Q4 | $4.76M | Buy |
28,826
+5,658
| +24% | +$935K | 0.01% | 820 |
|
|
2024
Q3 | $3.92M | Sell |
23,168
-1,016
| -4% | -$172K | 0.01% | 807 |
|
|
2024
Q2 | $3.69M | Sell |
24,184
-1,822
| -7% | -$278K | 0.01% | 777 |
|
|
2024
Q1 | $4.05M | Sell |
26,006
-105,866
| -80% | -$16.5M | 0.01% | 723 |
|
|
2023
Q4 | $19.1M | Sell |
131,872
-3,983
| -3% | -$578K | 0.06% | 309 |
|
|
2023
Q3 | $18.1M | Buy |
135,855
+13,632
| +11% | +$1.82M | 0.06% | 295 |
|
|
2023
Q2 | $17.2M | Buy |
122,223
+19,687
| +19% | +$2.77M | 0.19% | 63 |
|
|
2023
Q1 | $14M | Buy |
102,536
+3,102
| +3% | +$424K | 0.16% | 71 |
|
|
2022
Q4 | $13.7M | Sell |
99,434
-5,934
| -6% | -$816K | 0.18% | 73 |
|
|
2022
Q3 | $13.1M | Buy |
105,368
+1,162
| +1% | +$144K | 0.19% | 72 |
|
|
2022
Q2 | $13.8M | Buy |
104,206
+3,116
| +3% | +$413K | 0.19% | 68 |
|
|
2022
Q1 | $14.6M | Buy |
101,090
+9,381
| +10% | +$1.35M | 0.2% | 65 |
|
|
2021
Q4 | $12.9M | Buy |
91,709
+2,875
| +3% | +$405K | 0.19% | 61 |
|
|
2021
Q3 | $12.7M | Buy |
88,834
+19,984
| +29% | +$2.86M | 0.19% | 60 |
|
|
2021
Q2 | $9.4M | Buy |
68,850
+9,459
| +16% | +$1.29M | 0.15% | 71 |
|
|
2021
Q1 | $7.59M | Buy |
59,391
+2,751
| +5% | +$351K | 0.14% | 75 |
|
|
2020
Q4 | $6.71M | Buy |
56,640
+2,429
| +4% | +$288K | 0.15% | 57 |
|
|
2020
Q3 | $6.15M | Buy |
54,211
+197
| +0.4% | +$22.3K | 0.16% | 53 |
|
|
2020
Q2 | $5.78M | Sell |
54,014
-42,239
| -44% | -$4.52M | 0.17% | 50 |
|
|
2020
Q1 | $9.48M | Buy |
96,253
+48,029
| +100% | +$4.73M | 0.34% | 43 |
|
|
2019
Q4 | $5.51M | Buy |
48,224
+8,832
| +22% | +$1.01M | 0.19% | 58 |
|
|
2019
Q3 | $4.35M | Buy |
39,392
+23,456
| +147% | +$2.59M | 0.18% | 61 |
|
|
2019
Q2 | $1.77M | Buy |
15,936
+9,481
| +147% | +$1.05M | 0.08% | 104 |
|
|
2019
Q1 | $665K | Buy |
6,455
+1,912
| +42% | +$197K | 0.04% | 157 |
|
|
2018
Q4 | $422K | Buy |
4,543
+1,641
| +57% | +$152K | 0.03% | 151 |
|
|
2018
Q3 | $265K | Buy |
2,902
+631
| +28% | +$57.6K | 0.02% | 155 |
|
|
2018
Q2 | $209K | Buy |
+2,271
| New | +$209K | 0.01% | 158 |
|