Aries Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $927K | Buy |
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|
2020
Q2 | $906K | Sell |
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|
2020
Q1 | $760K | Buy |
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|
2019
Q4 | $813K | Buy |
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|
2019
Q3 | $706K | Buy |
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|
2019
Q2 | $583K | Buy |
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|
2019
Q1 | $383K | Buy |
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