Keystone Wealth Services, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025

A detailed history of Keystone Wealth Services, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 5,133 shares of VLU stock, worth $913,725. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,133
Previous 5,402 4.98%
Holding current value
$913,725
Previous $994,000 6.04%
% of portfolio
0.28%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$178.65 - $194.73 $48,056 - $52,382
-269 Reduced 4.98%
5,133 $934,000
Q4 2024

Feb 06, 2025
SELL
$182.19 - $195.69 $15,668 - $16,829
-86 Reduced 1.57%
5,402 $994,000
Q3 2024

Oct 15, 2024
BUY
$169.12 - $184.42 $3,889 - $4,241
23 Added 0.42%
5,488 $1.01 Million
Q2 2024

Jul 12, 2024
SELL
$166.3 - $174.66 $118,239 - $124,183
-711 Reduced 11.51%
5,465 $940,000
Q1 2024

Apr 12, 2024
SELL
$157.16 - $175.32 $9,901 - $11,045
-63 Reduced 1.01%
6,176 $1.08 Million
Q4 2023

Jan 17, 2024
BUY
$137.66 - $160.7 $12,389 - $14,462
90 Added 1.46%
6,239 $999,000
Q3 2023

Oct 05, 2023
SELL
$144.14 - $154.72 $2,450 - $2,630
-17 Reduced 0.28%
6,149 $888,000
Q2 2023

Jul 20, 2023
BUY
$138.38 - $148.54 $17,297 - $18,567
125 Added 2.07%
6,166 $915,000
Q1 2023

Apr 07, 2023
BUY
$135.76 - $150.19 $68,830 - $76,146
507 Added 9.16%
6,041 $857,000
Q4 2022

Feb 09, 2023
BUY
$127.41 - $147.87 $705,086 - $818,312
5,534 New
5,534 $773,000

Others Institutions Holding VLU

# of Institutions
88
Shares Held
1.61M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 1500 VALUE TILT ETF

VLU Quotes by TradingView
  • Ticker VLU
  • Sector ETFs
  • Industry ETFs
More about VLU
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