A detailed history of Lws Wealth Advisors, Inc. transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 63,297 shares of VLU stock, worth $11.7 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares
63,297
Previous 59,421 6.52%
Holding current value
$11.7 Million
Previous $8.59 Million 18.1%
% of portfolio
3.97%
Previous 3.91%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$137.66 - $160.7 $533,570 - $622,873
3,876 Added 6.52%
63,297 $10.1 Million
Q3 2023

Nov 13, 2023

SELL
$144.14 - $154.72 $1,441 - $1,547
-10 Reduced 0.02%
59,421 $8.59 Million
Q2 2023

Jul 28, 2023

SELL
$138.38 - $148.54 $196,222 - $210,629
-1,418 Reduced 2.33%
59,431 $8.83 Million
Q1 2023

Apr 28, 2023

BUY
$135.76 - $150.19 $214,636 - $237,450
1,581 Added 2.67%
60,849 $8.64 Million
Q4 2022

Feb 14, 2023

SELL
$127.41 - $147.87 $156,332 - $181,436
-1,227 Reduced 2.03%
59,268 $8.29 Million
Q3 2022

Nov 14, 2022

BUY
$125.88 - $149.87 $74,772 - $89,022
594 Added 0.99%
60,495 $7.62 Million
Q2 2022

Aug 05, 2022

SELL
$131.15 - $156.84 $27,803 - $33,250
-212 Reduced 0.35%
59,901 $8.02 Million
Q1 2022

May 10, 2022

SELL
$146.34 - $159.0 $35,706 - $38,796
-244 Reduced 0.4%
60,113 $9.32 Million
Q4 2021

Feb 02, 2022

BUY
$145.48 - $156.12 $127,585 - $136,917
877 Added 1.47%
60,357 $9.4 Million
Q3 2021

Nov 09, 2021

BUY
$141.52 - $150.69 $287,710 - $306,352
2,033 Added 3.54%
59,480 $8.6 Million
Q2 2021

Jul 23, 2021

BUY
$140.04 - $149.63 $8.04 Million - $8.6 Million
57,447 New
57,447 $8.41 Million

Others Institutions Holding VLU

About SPDR S&P 1500 VALUE TILT ETF


  • Ticker VLU
  • Sector ETFs
  • Industry ETFs
More about VLU
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