Alterna Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $522K | Sell |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $524K | Hold |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $880K | Buy |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $637K | Sell |
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|
2021
Q4 | $820K | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $998K | Buy |
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