Wetzel Investment Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,567
Closed -$170K 854
2024
Q2
$170K Buy
1,567
+1
+0.1% +$108 0.1% 129
2024
Q1
$158K Sell
1,566
-1
-0.1% -$101 0.09% 136
2023
Q4
$159K Buy
+1,567
New +$159K 0.1% 131