Sowell Financial Services’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Sowell Financial Services’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 Q3	$212K	Buy
2021 Q2	–	Sell
2021 Q1	$1.17M	Buy
2020 Q4	$752K	Sell
2020 Q3	$692K	Sell
2020 Q2	$791K	Buy
2020 Q1	$17K	Buy
2019 Q4	$21K	Buy
2019 Q3	$18K	Buy