West Wealth Group’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 | $545K | Buy |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $458K | Hold |
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|
2024
Q2 | $435K | Hold |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $395K | Hold |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $4.98M | Sell |
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|
2021
Q4 | $9.44M | Buy |
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