Archvest Wealth Advisors’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 | $547K | Buy |
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|
2025
Q2 | $493K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $353K | Buy |
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