Keeler & Nadler Financial Planning & Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$236K	Buy
2025 Q2	$212K	Buy
2024 Q4	–	Sell
2024 Q3	$244K	Sell
2024 Q2	$269K	Sell
2024 Q1	$303K	Sell
2023 Q4	$439K	Buy
2022 Q4	$800K	Buy
2021 Q4	$926K	Buy