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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
2026
Q1 		$26.7K Hold
188
– – ﹤0.01% 398
2025
Q4 		$25.7K Sell
188
-619
-77% -$81.2K ﹤0.01% 407
2025
Q3 		$101K Buy
+807
New +$95K 0.01% 238
2022
Q3 		– Hold
0
– – – 1100
2022
Q2 		– Hold
0
– – – 1077
2021
Q2 		– Sell
-72
Closed -$7K – 1118
2021
Q1 		$7K Sell
72
-111
-61% -$10.7K ﹤0.01% 723
2020
Q4 		$16K Buy
+183
New +$14.9K ﹤0.01% 568

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MMI
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BlackRock
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Mercer Global Advisors
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WBG
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LPL Financial
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Morgan Stanley
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