World Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
8,335
-837
| -9% | -$161K | 0.04% | 416 |
|
|
2025
Q1 | $1.69M | Sell |
9,172
-2,531
| -22% | -$465K | 0.04% | 382 |
|
|
2024
Q4 | $2.15M | Buy |
11,703
+1,031
| +10% | +$190K | 0.06% | 315 |
|
|
2024
Q3 | $1.97M | Buy |
10,672
+2,892
| +37% | +$533K | 0.06% | 302 |
|
|
2024
Q2 | $1.34M | Sell |
7,780
-1,516
| -16% | -$261K | 0.08% | 219 |
|
|
2024
Q1 | $1.63M | Buy |
+9,296
| New | +$1.63M | 0.23% | 92 |
|