Biltmore Family Office’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 | $100K | Hold |
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|
2025
Q2 | $90.6K | Hold |
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|
2025
Q1 | $85.3K | Hold |
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|
2024
Q4 | $84.5K | Hold |
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|
2024
Q3 | $87.2K | Hold |
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|
2024
Q2 | $82.8K | Hold |
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|
2024
Q1 | $86.6K | Hold |
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|
2023
Q4 | $80.9K | Hold |
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|
2023
Q3 | $73.1K | Hold |
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|
2023
Q2 | $75K | Hold |
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|
2023
Q1 | $74.1K | Hold |
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|
2022
Q4 | $72.9K | Hold |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $88K | Hold |
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|
2021
Q3 | $81K | Buy |
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