WealthTrust Axiom’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
Q3 | $241K | Hold |
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|
2025
Q2 | $218K | Hold |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $260K | Buy |
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