Mayflower Financial Advisors’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
$414K Sell
2025
Q2
$415K Sell
2025
Q1
$521K Hold
2024
Q4
$516K Sell
2024
Q3
$697K Sell
2024
Q2
$706K Sell
2024
Q1
$809K Sell
2023
Q4
$829K Sell
2023
Q3
$873K Sell
2023
Q2
$1.09M Sell
2023
Q1
$1.23M Sell
2022
Q4
$1.75M Sell
2022
Q3
$5.95M Sell
2022
Q2
$6.62M Sell
2022
Q1
$8.99M Buy
2021
Q4
$8.25M Buy
2021
Q3
$7.54M Buy
2021
Q2
$246K Buy