Tyche Wealth Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,502
| Closed | -$267K | – | 323 |
|
2025
Q1 | $267K | Hold |
2,502
| – | – | 0.06% | 217 |
|
2024
Q4 | $264K | Hold |
2,502
| – | – | 0.06% | 236 |
|
2024
Q3 | $273K | Hold |
2,502
| – | – | 0.06% | 213 |
|
2024
Q2 | $259K | Hold |
2,502
| – | – | 0.06% | 212 |
|
2024
Q1 | $271K | Sell |
2,502
-2,775
| -53% | -$301K | 0.07% | 214 |
|
2023
Q4 | $534K | Buy |
+5,277
| New | +$534K | 0.13% | 137 |
|