Bernardo Wealth Planning’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bernardo Wealth Planning’s Portfolio VLUE Stock Details VLUE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$401K	Buy
2022 Q1	$429K	Sell
2021 Q4	$460K	Buy
2021 Q3	$393K	Buy
2021 Q2	$370K	Buy
2021 Q1	$312K	Buy
2020 Q4	$231K	Sell
2020 Q3	$201K	Buy