Wealth Management Solutions’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
2023
Q3
$427K Sell
2023
Q2
$456K Sell
2023
Q1
$1.12M Sell
2022
Q4
$2.68M Sell
2022
Q3
$2.51M Sell
2022
Q2
$2.97M Sell
2022
Q1
$4.61M Sell
2021
Q4
$5.36M Buy