Spire Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $49.5K | Hold |
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|
2025
Q2 | $44.8K | Sell |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $4M | Sell |
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|
2021
Q3 | $4.17M | Buy |
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|
2021
Q2 | $4.3M | Buy |
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|
2021
Q1 | $4.08M | Buy |
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