LWS Wealth Advisors, Inc. VLU Holdings History
LWS Wealth Advisors, Inc.'s SPDR S&P 1500 Value Tilt ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 63,297.00 shares of SPDR S&P 1500 Value Tilt ETF(VLU), totaling $10.14 Mil. This investment constitutes 3.81% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 3.96% of the outstanding SPDR S&P 1500 Value Tilt ETF(VLU) stock.
The initial trade took place in 2021Q2. And since then LWS Wealth Advisors, Inc. has made 6 purchases of VLU, at an average price of $145.14, for a total of 66,408.00 shares. In addition, there have been 5 sales at an average price of $141.77 for 3,111.00 shares. Based on historical transaction data and VLU's current price of $194.31, LWS Wealth Advisors, Inc.'s estimated gain on his VLU holdings is $3.10 Mil, reflecting a 32.18% gain to date.
LWS Wealth Advisors, Inc. VLU ($194.31) Holding Chart
LWS Wealth Advisors, Inc. VLU ($194.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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