VWA
Valued Wealth Advisors’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
19,349
-3,491
| -15% | -$147K | 0.42% | 21 |
|
|
2025
Q1 | $847K | Buy |
22,840
+11,755
| +106% | +$436K | 0.51% | 20 |
|
|
2024
Q4 | $380K | Buy |
11,085
+900
| +9% | +$30.9K | 0.24% | 26 |
|
|
2024
Q3 | $386K | Buy |
10,185
+762
| +8% | +$28.9K | 0.25% | 24 |
|
|
2024
Q2 | $329K | Buy |
9,423
+166
| +2% | +$5.8K | 0.23% | 25 |
|
|
2024
Q1 | $328K | Buy |
9,257
+309
| +3% | +$11K | 0.23% | 25 |
|
|
2023
Q4 | $275K | Buy |
+8,948
| New | +$275K | 0.25% | 25 |
|