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

Curi Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-88
Closed -$8K – 674
2022
Q2 		$8K Buy
88
+1
+1% +$91 ﹤0.01% 412
2022
Q1 		$9K Buy
+87
New +$9K ﹤0.01% 374