Mutual Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $944K | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $988K | Buy |
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|
2023
Q2 | $963K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $613K | Sell |
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|
2022
Q1 | $834K | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $6.52M | Buy |
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|
2021
Q2 | $6.66M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $803K | Buy |
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|
2020
Q3 | $399K | Buy |
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|
2020
Q2 | $252K | Buy |
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