Morton Brown Family 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
Q2 | $2.15K | Hold |
19
| – | – | ﹤0.01% | 278 |
|
|
2025
Q1 | $2.03K | Hold |
19
| – | – | ﹤0.01% | 281 |
|
|
2024
Q4 | $2.01K | Hold |
19
| – | – | ﹤0.01% | 231 |
|
|
2024
Q3 | $2.07K | Hold |
19
| – | – | ﹤0.01% | 223 |
|
|
2024
Q2 | $2.06K | Sell |
19
-4
| -17% | -$434 | ﹤0.01% | 192 |
|
|
2024
Q1 | $2.49K | Sell |
23
-3
| -12% | -$325 | ﹤0.01% | 187 |
|
|
2023
Q4 | $2.63K | Buy |
+26
| New | +$2.63K | ﹤0.01% | 229 |
|
|
2022
Q1 | – | Sell |
-90
| Closed | -$10K | – | 211 |
|
|
2021
Q4 | $10K | Buy |
+90
| New | +$10K | 0.01% | 123 |
|