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

Family Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.43M Sell
30,294
-2,016
-6% -$228K 0.51% 50
2025
Q1 		$3.45M Sell
32,310
-817
-2% -$87.1K 0.56% 45
2024
Q4 		$3.5M Buy
+33,127
New +$3.5M 0.56% 41