Blue Bell Private Wealth Management’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
Q3 | $23.3K | Hold |
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|
2025
Q2 | $21.1K | Sell |
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|
2025
Q1 | $27.9K | Buy |
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|
2024
Q4 | $13.3K | Hold |
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|
2024
Q3 | $13.7K | Hold |
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|
2024
Q2 | $13K | Hold |
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|
2024
Q1 | $13.6K | Hold |
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|
2023
Q4 | $12.7K | Hold |
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|
2023
Q3 | $11.4K | Hold |
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|
2023
Q2 | $11.8K | Hold |
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|
2023
Q1 | $11.7K | Hold |
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|
2022
Q4 | $11.5K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $14K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Buy |
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