WealthShield Partners’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-6,406	Closed	-$938K	–	723
2021 Q2	$938K	Sell	6,406 -59	-0.9%	-$8.59K	0.15%	108
2021 Q1	$897K	Buy	+6,465	New	+$854K	0.16%	104

Other funds holding VLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

WealthShield Partners's VLU Position: Q3 2021 in Review

WealthShield Partners sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q3 2021, closing a stake of 6,406 shares — an estimated $938K sold.

WealthShield Partners first reported a position in VLU in Q1 2021 and held it in 2 quarters. The position peaked at $938K in Q2 2021. 39 funds tracked by Wall St. Rank hold VLU as of Q3 2021.

WealthShield Partners reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 6,406 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2021, an estimated $938K.
WealthShield Partners first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2021 and held it in 2 quarters.
WealthShield Partners's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $938K in Q2 2021.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.