BostonPremier Wealth’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
$385K Sell
3,399
-196
-5% -$22.2K 0.21% 35
2025
Q1
$383K Sell
3,595
-1,350
-27% -$144K 0.24% 31
2024
Q4
$522K Buy
+4,945
New +$522K 0.32% 27