Arkadios 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
Q2 | $774K | Buy |
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|
2025
Q1 | $726K | Buy |
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|
2024
Q4 | $541K | Sell |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $562K | Buy |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $520K | Buy |
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $17K | Buy |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q3 | $11.5K | Buy |
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|
2020
Q2 | $7.21K | Buy |
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