CWMK
VLUE icon

Caliber Wealth Management (Kansas)’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.74M Sell
15,404
-44
-0.3% -$4.98K 0.19% 107
2025
Q1 		$1.65M Buy
+15,448
New +$1.65M 0.22% 106