Able Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Able Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$654K	Sell
2024 Q4	$787K	Buy
2024 Q2	–	Sell
2024 Q1	$219K	Sell
2023 Q4	$324K	Buy