Atlas Capital 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 | $226K | Hold |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $194K | Hold |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $315K | Buy |
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