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

JGP 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 		$313K Hold
2,769
– – 0.04% 163
2025
Q1 		$295K Hold
2,769
– – 0.04% 155
2024
Q4 		$292K Buy
+2,769
New +$292K 0.04% 155