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

GeoWealth 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 Q1	–	Sell
2024 Q4	$7.39K	Buy
2024 Q3	$6.43K	Buy
2023 Q2	–	Sell
2023 Q1	$139K	Buy
2022 Q4	$12K	Buy