Milestone Investment Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-695	Closed	-$82.3K	–	137
2024 Q4	$82.3K	Sell	695 -3,602	-84%	-$427K	0.02%	98
2024 Q3	$518K	Buy	4,297 +834	+24%	+$101K	0.15%	58
2024 Q2	$392K	Buy	3,463 +2,712	+361%	+$307K	0.1%	62
2024 Q1	$89.6K	Buy	+751	New	+$89.6K	0.02%	89