Nova R Wealth’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 | $243K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $616K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $758K | Sell |
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|
2022
Q2 | $977K | Sell |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $2.1M | Buy |
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