Vermillion & White Wealth Management Group’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 | $97.4K | Hold |
860
| – | – | 0.06% | 88 |
|
|
2025
Q1 | $91.7K | Sell |
860
-5
| -0.6% | -$533 | 0.07% | 81 |
|
|
2024
Q4 | $91.4K | Hold |
865
| – | – | 0.07% | 94 |
|
|
2024
Q3 | $94.3K | Hold |
865
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $89.5K | Hold |
865
| – | – | 0.07% | 93 |
|
|
2024
Q1 | $93.7K | Buy |
865
+775
| +861% | +$83.9K | 0.07% | 85 |
|
|
2023
Q4 | $9.1K | Buy |
+90
| New | +$9.1K | 0.01% | 182 |
|