U.S. Capital Wealth Advisors’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 | $2.81M | Sell |
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|
2025
Q2 | $2.72M | Sell |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $3.48M | Sell |
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|
2024
Q3 | $4.05M | Sell |
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|
2024
Q2 | $4.48M | Sell |
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|
2024
Q1 | $5.65M | Sell |
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|
2023
Q4 | $7.06M | Sell |
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|
2023
Q3 | $6.59M | Sell |
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|
2023
Q2 | $6.98M | Sell |
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|
2023
Q1 | $7.32M | Sell |
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|
2022
Q4 | $7.24M | Buy |
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|
2022
Q3 | $4.48M | Buy |
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|
2022
Q2 | $4.02M | Buy |
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|
2022
Q1 | $3.54M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $322K | Buy |
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