EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $3.01M | Buy |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $3.13M | Sell |
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|
2023
Q4 | $2.98M | Buy |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.73M | Sell |
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|
2023
Q1 | $43.5M | Buy |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.63M | Buy |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.34M | Sell |
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|
2021
Q3 | $3.08M | Sell |
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|
2021
Q2 | $3.27M | Sell |
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|
2021
Q1 | $3.34M | Buy |
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