Western Wealth Management’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $554K | Sell |
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|
2025
Q2 | $599K | Buy |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $514K | Buy |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q2 | $208K | Buy |
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