Apollon 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
Q1 | – | Sell |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $247K | Sell |
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2024
Q2 | $266K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $883K | Sell |
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|
2021
Q4 | $1.8M | Buy |
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