Sequoia Financial Advisors’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
2023 Q4	–	Sell	-2,321	Closed	-$211K	–	1228
2023 Q3	$211K	Sell	2,321 -347	-13%	-$31.6K	﹤0.01%	840
2023 Q2	$250K	Buy	+2,668	New	+$250K	﹤0.01%	759