Cherry Tree Wealth Management’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 | $7.93K | 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 | +$6.57K | ﹤0.01% | 377 |
|