Betterment LLC’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 | $283K | Sell |
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|
2025
Q1 | $763K | Sell |
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|
2024
Q4 | $761K | Buy |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $225K | Buy |
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