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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy
2025 Q1	$2M	Buy
2024 Q4	$1.96M	Buy