Avantax Planning Partners’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 | $3.64M | Sell |
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|
2025
Q2 | $3.39M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $1.89M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $423K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $764K | Buy |
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