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

Apex Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.19M Buy
19,355
+632
+3% +$71.5K 1.76% 19
2025
Q1 		$2M Buy
18,723
+117
+0.6% +$12.5K 1.8% 20
2024
Q4 		$1.96M Buy
+18,606
New +$1.96M 1.7% 22