Keystone Wealth Services’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $685K | Buy |
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|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q3 | $596K | Buy |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $962K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $2.43M | Sell |
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|
2021
Q4 | $3.48M | Buy |
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