GoalVest Advisory’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

GoalVest Advisory’s Portfolio VLUE Stock Details VLUE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$20.3K	Buy
2022 Q4	$456	Sell
2022 Q3	$1.95M	Sell
2022 Q2	$6.38M	Buy
2022 Q1	$7.11M	Buy
2021 Q2	$6.16M	Buy
2021 Q1	$4.94M	Sell
2020 Q4	$5.21M	Buy