Wescott Financial Advisory Group’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Wescott Financial Advisory Group’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
2023 Q2	–	Sell	-1,525	Closed	-$217K	–	166
2023 Q1	$217K	Buy	1,525 +8	+0.5%	+$1.15K	0.05%	143
2022 Q4	$212K	Buy	+1,517	New	+$211K	0.05%	140

Other funds holding VLU

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LWA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wescott Financial Advisory Group's VLU Position: Q2 2023 in Review

Wescott Financial Advisory Group sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2023, closing a stake of 1,525 shares — an estimated $217K sold.

Wescott Financial Advisory Group first reported a position in VLU in Q4 2022 and held it in 2 quarters. The position peaked at $217K in Q1 2023. 53 funds tracked by Wall St. Rank hold VLU as of Q2 2023.

Wescott Financial Advisory Group reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q2 2023 after selling out during the quarter.
Wescott Financial Advisory Group sold 1,525 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2023, an estimated $217K.
Wescott Financial Advisory Group first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2022 and held it in 2 quarters.
Wescott Financial Advisory Group's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $217K in Q1 2023.
53 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.