Morton Brown Family Wealth’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Morton Brown Family Wealth’s Portfolio VLUE Stock Details VLUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.38K	Hold
2025 Q2	$2.15K	Hold
2025 Q1	$2.03K	Hold
2024 Q4	$2.01K	Hold
2024 Q3	$2.07K	Hold
2024 Q2	$2.06K	Sell
2024 Q1	$2.49K	Sell
2023 Q4	$2.63K	Buy
2022 Q1	–	Sell
2021 Q4	$10K	Buy