Wealth Enhancement Advisory Services’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
2,735
-218
| -7% | -$42.7K | ﹤0.01% | 2164 |
|
|
2025
Q1 | $543K | Buy |
2,953
+1,632
| +124% | +$300K | ﹤0.01% | 1987 |
|
|
2024
Q4 | $243K | Sell |
1,321
-607
| -31% | -$112K | ﹤0.01% | 2530 |
|
|
2024
Q3 | $356K | Buy |
1,928
+21
| +1% | +$3.87K | ﹤0.01% | 2040 |
|
|
2024
Q2 | $328K | Buy |
+1,907
| New | +$328K | ﹤0.01% | 1919 |
|
|
2024
Q1 | – | Sell |
-1,817
| Closed | -$291K | – | 2456 |
|
|
2023
Q4 | $291K | Buy |
+1,817
| New | +$291K | ﹤0.01% | 1834 |
|