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Cherry Tree Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Cherry Tree Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.3K Hold
150
– – ﹤0.01% 347
2025
Q4 		$20.5K Buy
150
+80
+114% +$10.5K ﹤0.01% 352
2025
Q3 		$8.75K Hold
70
– – ﹤0.01% 420
2025
Q2 		$7.92K Hold
70
– – ﹤0.01% 441
2025
Q1 		$7.47K Hold
70
– – ﹤0.01% 475
2024
Q4 		$7.39K Hold
70
– – ﹤0.01% 445
2024
Q3 		$7.63K Hold
70
– – ﹤0.01% 448
2024
Q2 		$7.24K Hold
70
– – ﹤0.01% 431
2024
Q1 		$7.58K Hold
70
– – ﹤0.01% 402
2023
Q4 		$7.08K Hold
70
– – ﹤0.01% 398
2023
Q3 		$6.35K Hold
70
– – ﹤0.01% 383
2023
Q2 		$6.57K Buy
+70
New +$6.38K ﹤0.01% 377

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MMI
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Mercer Global Advisors
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WBG
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LPL Financial
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Morgan Stanley
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