Golden State Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $222K | Buy |
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|
2022
Q1 | $316K | Sell |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $175K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $44K | Buy |
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