Walkner Condon 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
Q4 | $272K | Buy |
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|
2025
Q3 | $216K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $675K | Buy |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $301K | Buy |
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