Beaird Harris 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
Q3 | $1.71M | Sell |
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|
2025
Q2 | $1.77M | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $7.24M | Sell |
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|
2023
Q4 | $7.24M | Sell |
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|
2023
Q3 | $6.77M | Sell |
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|
2023
Q2 | $7.24M | Sell |
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|
2023
Q1 | $15M | Sell |
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|
2022
Q4 | $15.2M | Sell |
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|
2022
Q3 | $21.8M | Buy |
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|
2022
Q2 | $21.2M | Buy |
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|
2022
Q1 | $7.4M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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