Premier Path Wealth Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,425
Closed -$263K 384
2024
Q1
$263K Sell
2,425
-153
-6% -$16.6K 0.05% 296
2023
Q4
$261K Buy
+2,578
New +$261K 0.06% 282