Graves Light Lenhart Wealth’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
Q3 | – | Sell |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $430K | Sell |
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|
2023
Q1 | $607K | Hold |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $714K | Hold |
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|
2022
Q2 | $790K | Buy |
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|
2022
Q1 | $860K | Hold |
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|
2021
Q4 | $900K | Hold |
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|
2021
Q3 | $828K | Hold |
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|
2021
Q2 | $864K | Buy |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $177K | Buy |
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