Minot Wealth Management’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
2022
Q2
$502K Buy
5,545
+2,597
+88% +$235K 0.13% 113
2022
Q1
$308K Buy
2,948
+798
+37% +$83.4K 0.07% 160
2021
Q4
$235K Buy
+2,150
New +$235K 0.05% 179