Guardian Wealth Advisors (North Carolina)’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96K | Hold |
35
| – | – | ﹤0.01% | 514 |
|
|
2025
Q1 | $3.73K | Hold |
35
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $3.7K | Buy |
35
+11
| +46% | +$1.16K | ﹤0.01% | 472 |
|
|
2024
Q3 | $2.62K | Hold |
24
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $2.48K | Hold |
24
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $2.6K | Hold |
24
| – | – | ﹤0.01% | 426 |
|
|
2023
Q4 | $2.43K | Sell |
24
-108
| -82% | -$10.9K | ﹤0.01% | 412 |
|
|
2023
Q3 | $12.1K | Hold |
132
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $12.4K | Hold |
132
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $12.2K | Hold |
132
| – | – | ﹤0.01% | 328 |
|
|
2022
Q4 | $12K | Buy |
+132
| New | +$12K | ﹤0.01% | 308 |
|