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Sard Wealth Management Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Sard Wealth Management Group’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36,681
Closed -$3.97M – 49
2024
Q1 		$3.97M Sell
36,681
-1,182
-3% -$128K 3.59% 9
2023
Q4 		$3.83M Buy
+37,863
New +$3.83M 3.87% 7