Wealth Enhancement Advisory Services
VLU icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$409K Buy
1,696
+62
+4% +$14.4K ﹤0.01% 2883
2026
Q1 		$354K Sell
1,634
-549
-25% -$120K ﹤0.01% 2623
2025
Q4 		$472K Sell
2,183
-595
-21% -$123K ﹤0.01% 2523
2025
Q3 		$568K Buy
2,778
+43
+2% +$8.53K ﹤0.01% 2262
2025
Q2 		$536K Sell
2,735
-218
-7% -$39.6K ﹤0.01% 2178
2025
Q1 		$543K Buy
2,953
+1,632
+124% +$307K ﹤0.01% 1998
2024
Q4 		$243K Sell
1,321
-607
-31% -$114K ﹤0.01% 2552
2024
Q3 		$356K Buy
1,928
+21
+1% +$3.73K ﹤0.01% 2059
2024
Q2 		$328K Buy
+1,907
New +$326K ﹤0.01% 1921
2024
Q1 		– Sell
-1,817
Closed -$291K – 2581
2023
Q4 		$291K Buy
+1,817
New +$270K ﹤0.01% 1837

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HIA
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EWP
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