VW
Vance Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
88,682
+7,425
| +9% | +$244K | 0.98% | 24 |
|
|
2025
Q1 | $2.46M | Sell |
81,257
-1,644
| -2% | -$49.8K | 0.93% | 25 |
|
|
2024
Q4 | $2.25M | Sell |
82,901
-3,190
| -4% | -$86.5K | 0.87% | 28 |
|
|
2024
Q3 | $2.54M | Sell |
86,091
-1,450
| -2% | -$42.8K | 0.96% | 28 |
|
|
2024
Q2 | $2.4M | Sell |
87,541
-1,672
| -2% | -$45.9K | 0.99% | 28 |
|
|
2024
Q1 | $2.52M | Sell |
89,213
-101
| -0.1% | -$2.85K | 1% | 27 |
|
|
2023
Q4 | $2.37M | Sell |
89,314
-17,880
| -17% | -$474K | 1.03% | 25 |
|
|
2023
Q3 | $2.72M | Buy |
107,194
+591
| +0.6% | +$15K | 1.27% | 23 |
|
|
2023
Q2 | $2.71M | Sell |
106,603
-1,844
| -2% | -$46.9K | 1.24% | 25 |
|
|
2023
Q1 | $2.69M | Sell |
108,447
-3,655
| -3% | -$90.6K | 1.44% | 20 |
|
|
2022
Q4 | $2.6M | Buy |
112,102
+47,119
| +73% | +$1.09M | 1.62% | 16 |
|
|
2022
Q3 | $1.28M | Buy |
64,983
+13,134
| +25% | +$259K | 0.99% | 21 |
|
|
2022
Q2 | $1.15M | Buy |
+51,849
| New | +$1.15M | 0.89% | 21 |
|