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
2025 Q2	$7.92K	Hold
2025 Q1	$7.47K	Hold
2024 Q4	$7.39K	Hold
2024 Q3	$7.63K	Hold
2024 Q2	$7.24K	Hold
2024 Q1	$7.58K	Hold
2023 Q4	$7.08K	Hold
2023 Q3	$6.35K	Hold
2023 Q2	$6.57K	Buy