Baron Silver Stevens Financial Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
22,194
-510
| -2% | -$57.7K | 0.4% | 35 |
|
|
2025
Q1 | $2.42M | Sell |
22,704
-429
| -2% | -$45.8K | 0.42% | 32 |
|
|
2024
Q4 | $2.44M | Buy |
23,133
+15
| +0.1% | +$1.58K | 0.41% | 33 |
|
|
2024
Q3 | $2.52M | Buy |
23,118
+529
| +2% | +$57.7K | 0.44% | 32 |
|
|
2024
Q2 | $2.34M | Sell |
22,589
-907
| -4% | -$93.8K | 0.44% | 32 |
|
|
2024
Q1 | $2.54M | Buy |
23,496
+7
| +0% | +$758 | 0.49% | 31 |
|
|
2023
Q4 | $2.38M | Buy |
+23,489
| New | +$2.38M | 0.5% | 30 |
|