SVWG
Shared Vision Wealth Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
2,600
-40
| -2% | -$4.52K | 0.15% | 63 |
|
|
2025
Q1 | $282K | Hold |
2,640
| – | – | 0.15% | 65 |
|
|
2024
Q4 | $279K | Sell |
2,640
-651
| -20% | -$68.7K | 0.15% | 63 |
|
|
2024
Q3 | $359K | Hold |
3,291
| – | – | 0.19% | 55 |
|
|
2024
Q2 | $340K | Buy |
3,291
+1
| +0% | +$103 | 0.2% | 55 |
|
|
2024
Q1 | $356K | Hold |
3,290
| – | – | 0.22% | 53 |
|
|
2023
Q4 | $333K | Buy |
+3,290
| New | +$333K | 0.22% | 54 |
|