BCGM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $273K | Buy |
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