Sage Advisory Services’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 | $3.64M | Sell |
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|
2025
Q1 | $5.44M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $841K | Sell |
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|
2021
Q4 | $13.8M | Buy |
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|
2021
Q3 | $966K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $767K | Sell |
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|
2020
Q2 | $20.8M | Buy |
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|
2020
Q1 | $15.5M | Buy |
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|
2019
Q4 | $19.1M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $15.2M | Sell |
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|
2019
Q1 | $20M | Sell |
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|
2018
Q4 | $19.5M | Buy |
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