MB Generational Wealth’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
Q1 | $827K | Sell |
7,758
-302
| -4% | -$32.2K | 0.62% | 23 |
|
|
2024
Q4 | $851K | Hold |
8,060
| – | – | 0.62% | 24 |
|
|
2024
Q3 | $879K | Sell |
8,060
-13
| -0.2% | -$1.42K | 0.63% | 21 |
|
|
2024
Q2 | $835K | Buy |
8,073
+3,042
| +60% | +$315K | 0.65% | 21 |
|
|
2024
Q1 | $874K | Sell |
5,031
-3,238
| -39% | -$563K | 0.69% | 21 |
|
|
2023
Q4 | $836K | Buy |
+8,269
| New | +$836K | 0.79% | 21 |
|