SW
Simplicity Wealth’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 | – | Sell |
-4,356
| Closed | -$465K | – | 666 |
|
|
2025
Q1 | $465K | Buy |
+4,356
| New | +$465K | 0.04% | 358 |
|
|
2024
Q3 | – | Sell |
-16,314
| Closed | -$1.69M | – | 1186 |
|
|
2024
Q2 | $1.69M | Buy |
16,314
+44
| +0.3% | +$4.55K | 0.04% | 383 |
|
|
2024
Q1 | $1.76M | Buy |
+16,270
| New | +$1.76M | 0.04% | 373 |
|