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Essential Planning’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Essential Planning’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
Q1 		– Sell
-4,550
Closed -$501K – 289
2024
Q4 		$501K Buy
+4,550
New +$501K ﹤0.01% 271