WealthGarden F.S.’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.55M	Buy	48,325 +7,523	+18%	+$397K	2.12%	9
2025 Q1	$2.08M	Buy	40,802 +10,819	+36%	+$553K	2%	9
2024 Q4	$1.53M	Buy	29,983 +440	+1%	+$22.5K	1.43%	17
2024 Q3	$1.56M	Sell	29,543 -997	-3%	-$52.7K	1.52%	18
2024 Q2	$1.49M	Buy	+30,540	New	+$1.49M	1.57%	17