CLA (CliftonLarsonAllen) Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $3.16M | Sell |
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|
2023
Q2 | $4.37M | Sell |
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|
2023
Q1 | $5.07M | Sell |
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|
2022
Q4 | $106M | Sell |
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|
2022
Q3 | $99.8M | Buy |
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|
2022
Q2 | $91.4M | Buy |
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|
2022
Q1 | $104M | Sell |
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|
2021
Q4 | $151M | Buy |
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|
2021
Q3 | $132M | Buy |
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|
2021
Q2 | $120M | Buy |
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|
2021
Q1 | $65.2M | Buy |
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