MWM
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Modern Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Modern Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,951
Closed -$206K – 699
2024
Q4 		$206K Sell
1,951
-260
-12% -$27.5K 0.01% 546
2024
Q3 		$241K Sell
2,211
-224
-9% -$24.4K 0.01% 382
2024
Q2 		$252K Buy
+2,435
New +$252K 0.02% 341