JWM
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JDH Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

JDH Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.02M Buy
17,838
+1,954
+12% +$221K 1.55% 15
2025
Q1 		$1.69M Hold
15,884
– – 1.45% 17
2024
Q4 		$1.68M Buy
+15,884
New +$1.68M 1.47% 18