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 $5.33 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
27,827
Previous 28,121 1.05%
Holding current value
$5.33 Million
Previous $5.19 Million 1.23%
% of portfolio
2.53%
Previous 2.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
85
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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