Foundations Investment 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 | $2.49M | Buy |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $3.21M | Sell |
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|
2023
Q2 | $3.55M | Sell |
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|
2023
Q1 | $3.65M | Sell |
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|
2022
Q4 | $8.54M | Sell |
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|
2022
Q3 | $7.89M | Sell |
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|
2022
Q2 | $9.57M | Sell |
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|
2022
Q1 | $13.1M | Sell |
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|
2021
Q4 | $22.6M | Sell |
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|
2021
Q3 | $21M | Buy |
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|
2021
Q2 | $18.4M | Buy |
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|
2021
Q1 | $13.4M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $6.16M | Buy |
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|
2020
Q2 | $3.54M | Buy |
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