One Wealth 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 | $681K | Sell |
|
|||||
|
2025
Q1 | $747K | Sell |
|
|||||
|
2024
Q4 | $831K | Sell |
|
|||||
|
2024
Q3 | $942K | Sell |
|
|||||
|
2024
Q2 | $938K | Sell |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $802K | Sell |
|
|||||
|
2023
Q3 | $861K | Sell |
|
|||||
|
2023
Q2 | $1.02M | Sell |
|
|||||
|
2023
Q1 | $1.1M | Sell |
|
|||||
|
2022
Q4 | $1.44M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.77M | Sell |
|
|||||
|
2022
Q1 | $7.92M | Sell |
|
|||||
|
2021
Q4 | $13.5M | Sell |
|
|||||
|
2021
Q3 | $13.4M | Sell |
|
|||||
|
2021
Q2 | $14.9M | Sell |
|
|||||
|
2021
Q1 | $15.7M | Buy |
|
|||||
|
2020
Q4 | $552K | Buy |
|