United Capital Financial 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
Q2 | $723K | Buy |
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|
2025
Q1 | $681K | Sell |
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|
2024
Q4 | $708K | Sell |
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|
2024
Q3 | $832K | Buy |
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|
2024
Q2 | $747K | Buy |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $596K | Sell |
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|
2023
Q1 | $700K | Sell |
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|
2022
Q4 | $839K | Buy |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $937K | Buy |
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|
2021
Q4 | $618K | Sell |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $312K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $354K | Buy |
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