Shared Vision Wealth Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Shared Vision Wealth Group’s Portfolio VLUE Stock Details VLUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Sell
2025 Q1	$282K	Hold
2024 Q4	$279K	Sell
2024 Q3	$359K	Hold
2024 Q2	$340K	Buy
2024 Q1	$356K	Hold
2023 Q4	$333K	Buy