BWM
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BKM Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

BKM Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,576
Closed -$159K – 546
2023
Q4 		$159K Buy
+1,576
New +$159K 0.07% 166