Keeler & Nadler Financial Planning & Wealth Management’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 | $212K | Buy |
+1,876
| New | +$212K | 0.09% | 74 |
|
|
2024
Q4 | – | Sell |
-2,242
| Closed | -$244K | – | 74 |
|
|
2024
Q3 | $244K | Sell |
2,242
-359
| -14% | -$39.1K | 0.12% | 60 |
|
|
2024
Q2 | $269K | Sell |
2,601
-199
| -7% | -$20.6K | 0.15% | 53 |
|
|
2024
Q1 | $303K | Sell |
2,800
-1,543
| -36% | -$167K | 0.18% | 50 |
|
|
2023
Q4 | $439K | Buy |
+4,343
| New | +$439K | 0.32% | 37 |
|
|
2022
Q4 | $800K | Buy |
+8,778
| New | +$800K | 0.73% | 29 |
|
|
2021
Q4 | $926K | Buy |
+8,459
| New | +$926K | 0.85% | 27 |
|