SWM
VLUE icon

Sugarloaf Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Sugarloaf Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-268
Closed -$23K – 782
2020
Q4 		$23K Hold
268
– – 0.01% 358
2020
Q3 		$20K Hold
268
– – 0.01% 360
2020
Q2 		$19K Hold
268
– – 0.01% 363
2020
Q1 		$17K Hold
268
– – 0.01% 361
2019
Q4 		$24K Buy
+268
New +$24K 0.01% 349