CFS Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $5.25M | Sell |
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|
2021
Q3 | $11.8M | Buy |
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|
2020
Q4 | $10.7M | Buy |
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