Shore Haven Wealth Partners, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 27,827 shares of VLU stock, worth $5.12 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

27,827

Previous 28,121 1.05%

Holding current value

$5.12 Million

Previous $5.19 Million 1.23%

% of portfolio

2.53%

Previous 2.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$182.19 - $195.69 $53,563 - $57,532	-294 Reduced 1.05%	27,827 $5.12 Million
Q3 2024 Oct 24, 2024	BUY	$169.12 - $184.42 $16,404 - $17,888	97 Added 0.35%	28,121 $5.19 Million
Q2 2024 Jul 24, 2024	SELL	$166.3 - $174.66 $353,387 - $371,152	-2,125 Reduced 7.05%	28,024 $4.82 Million
Q1 2024 May 02, 2024	SELL	$157.16 - $175.32 $65,692 - $73,283	-418 Reduced 1.37%	30,149 $5.29 Million
Q4 2023 Feb 06, 2024	BUY	$137.66 - $160.7 $3.32 Million - $3.87 Million	24,106 Added 373.1%	30,567 $4.9 Million
Q3 2023 Oct 24, 2023	BUY	$144.14 - $154.72 $931,288 - $999,645	6,461 New	6,461 $934,000

Others Institutions Holding VLU

# of Institutions

Shares Held

1.52M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 1500 VALUE TILT ETF

Ticker VLU
Sector ETFs
Industry ETFs

More about VLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

Shore Haven Wealth Partners, LLC Spdr S&P 1500 Value Tilt ETF Transaction History