Beacon Financial Group’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
2024
Q1
Sell
-6,554
Closed -$663K 332
2023
Q4
$663K Buy
+6,554
New +$663K 0.08% 180