Mount Yale Investment Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Mount Yale Investment Advisors’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 Q2	$416K	Buy
2022 Q2	–	Sell
2022 Q1	$825K	Sell
2021 Q4	$1.52M	Sell
2021 Q3	$1.85M	Buy
2021 Q2	$1.68M	Buy
2021 Q1	$1.64M	Buy
2020 Q4	$1.39M	Buy
2020 Q3	$1.01M	Buy
2020 Q2	$922K	Buy