Concord Wealth Partners’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
Q2 | $16.6K | Hold |
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|
2025
Q1 | $15.7K | Sell |
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|
2024
Q4 | $21.1K | Buy |
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|
2024
Q3 | $20K | Hold |
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|
2024
Q2 | $18.9K | Sell |
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|
2024
Q1 | $24.4K | Sell |
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|
2023
Q4 | $60.6K | Hold |
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|
2023
Q3 | $54.3K | Hold |
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|
2023
Q2 | $56.2K | Buy |
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|
2023
Q1 | $21K | Sell |
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|
2022
Q4 | $56.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $126K | Buy |
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