Jaffetilchin Investment 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
Q3 | $291K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $4.05M | Buy |
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|
2021
Q1 | $3.29M | Buy |
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