LFG
VLUE icon

Larson Financial Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Larson Financial Group’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
2026
Q1 		$4.12K Hold
29
– – ﹤0.01% 2687
2025
Q4 		$3.96K Hold
29
– – ﹤0.01% 2549
2025
Q3 		$3.63K Hold
29
– – ﹤0.01% 2477
2025
Q2 		$3.28K Hold
29
– – ﹤0.01% 2246
2025
Q1 		$3.09K Sell
29
-175
-86% -$19.1K ﹤0.01% 2023
2024
Q4 		$21.5K Hold
204
– – ﹤0.01% 1187
2024
Q3 		$22.2K Hold
204
– – ﹤0.01% 1160
2024
Q2 		$21.1K Buy
204
+164
+410% +$16.9K ﹤0.01% 1031
2024
Q1 		$4.33K Buy
+40
New +$4.09K ﹤0.01% 1228
2021
Q2 		– Sell
-41
Closed -$4K – 949
2021
Q1 		$4K Buy
+41
New +$3.95K ﹤0.01% 655

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WBG
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Morgan Stanley
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