Wescott Financial Advisory Group’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
2023 Q2	–	Sell	-1,525	Closed	-$217K	–	166
2023 Q1	$217K	Buy	1,525 +8	+0.5%	+$1.14K	0.05%	143
2022 Q4	$212K	Buy	+1,517	New	+$212K	0.05%	140