Goodwin Investment Advisory’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 | $202K | Sell |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $3.31M | Sell |
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|
2022
Q2 | $6.1M | Buy |
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|
2022
Q1 | $6.39M | Sell |
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|
2021
Q4 | $11.9M | Buy |
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|
2021
Q3 | $7.51M | Buy |
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|
2021
Q2 | $7.47M | Buy |
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|
2021
Q1 | $6.63M | Sell |
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|
2020
Q4 | $6.09M | Buy |
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