Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $8.97M | Buy |
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|
2023
Q1 | $8.24M | Buy |
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|
2022
Q4 | $6.44M | Buy |
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|
2022
Q3 | $3.66M | Sell |
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|
2022
Q2 | $4.15M | Sell |
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|
2022
Q1 | $5.16M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $336K | Buy |
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