Roger Wittlin Investment Advisory, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Roger Wittlin Investment Advisory, LLC

  • $176 Million
  • Q4 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 40,725 shares of VLU stock, worth $7.93 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares
40,725
Previous 40,498 0.56%
Holding current value
$7.93 Million
Previous $7.47 Million 0.37%
% of portfolio
4.26%
Previous 4.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$182.19 - $195.69 $41,357 - $44,421
227 Added 0.56%
40,725 $7.5 Million
Q3 2024

Nov 08, 2024
SELL
$169.12 - $184.42 $299,173 - $326,238
-1,769 Reduced 4.19%
40,498 $7.47 Million
Q2 2024

Jul 25, 2024
SELL
$166.3 - $174.66 $88,970 - $93,443
-535 Reduced 1.25%
42,267 $7.27 Million
Q1 2024

May 02, 2024
BUY
$157.16 - $175.32 $1.26 Million - $1.4 Million
8,011 Added 23.03%
42,802 $7.5 Million
Q4 2023

Jan 23, 2024
BUY
$137.66 - $160.7 $165,192 - $192,840
1,200 Added 3.57%
34,791 $5.58 Million
Q3 2023

Nov 14, 2023
BUY
$144.14 - $154.72 $26,233 - $28,159
182 Added 0.54%
33,591 $4.86 Million
Q2 2023

Jul 31, 2023
BUY
$138.38 - $148.54 $25,738 - $27,628
186 Added 0.56%
33,409 $4.96 Million
Q1 2023

May 12, 2023
BUY
$135.76 - $150.19 $625,717 - $692,225
4,609 Added 16.11%
33,223 $4.72 Million
Q4 2022

Feb 10, 2023
BUY
$127.41 - $147.87 $3.65 Million - $4.23 Million
28,614 New
28,614 $4 Million
Q2 2022

Jul 25, 2022
BUY
$131.15 - $156.84 $2.85 Million - $3.41 Million
21,729 New
21,729 $2.91 Million

Others Institutions Holding VLU

# of Institutions
86
Shares Held
1.56M
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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