Schrum Private Wealth Management’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
Q3 | $406K | Sell |
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|
2025
Q2 | $374K | Buy |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $542K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $231K | Buy |
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