SIA
VLUE icon

Spruce Investment Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Spruce Investment Advisors’s Portfolio VLUE Stock Details VLUE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$2.36M Sell
28,167
-3,268
-10% -$273K 4.86% 9
2017
Q3 		$2.43M Sell
31,435
-753
-2% -$58.2K 4.69% 8
2017
Q2 		$2.37M Buy
32,188
+9,273
+40% +$682K 4.19% 8
2017
Q1 		$1.68M Buy
+22,915
New +$1.68M 1.93% 21