Walkner Condon Financial Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Walkner Condon Financial Advisors’s Portfolio VLUE Stock Details VLUE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Buy
2024 Q4	–	Sell
2024 Q3	$263K	Sell
2024 Q2	$675K	Buy
2024 Q1	$627K	Sell
2023 Q4	$622K	Buy
2023 Q3	$445K	Buy
2023 Q2	$444K	Buy
2023 Q1	$405K	Buy
2022 Q4	$392K	Buy
2022 Q3	$301K	Buy