Kathleen S. Wright Associates’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 | $875 | Hold |
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|
2025
Q2 | $792 | Hold |
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|
2025
Q1 | $747 | Hold |
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|
2024
Q4 | $739 | Hold |
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|
2024
Q3 | $763 | Sell |
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|
2024
Q2 | $3.62K | Hold |
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|
2024
Q1 | $3.79K | Hold |
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|
2023
Q4 | $3.54K | Hold |
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|
2023
Q3 | $3.17K | Sell |
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|
2023
Q2 | $5.53K | Sell |
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|
2023
Q1 | $7.41K | Hold |
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|
2022
Q4 | $7K | Hold |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $9K | Buy |
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