Plante Moran Financial Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Plante Moran Financial 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 Q3	$101K	Buy
2022 Q3	–	Hold
2022 Q2	–	Hold
2021 Q2	–	Sell
2021 Q1	$7K	Sell
2020 Q4	$16K	Buy