Lws Wealth Advisors, Inc. Spdr S&P 1500 Value Tilt ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

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%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

Shares Held

1.47M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 1500 VALUE TILT ETF

Ticker VLU
Sector ETFs
Industry ETFs

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Lws Wealth Advisors, Inc. Spdr S&P 1500 Value Tilt ETF Transaction History