WealthShield Partners’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
2021
Q3
Sell
-6,406
Closed -$938K 726
2021
Q2
$938K Sell
6,406
-59
-0.9% -$8.64K 0.15% 108
2021
Q1
$897K Buy
+6,465
New +$897K 0.16% 104