Keebeck Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $481K | Buy |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $784K | Buy |
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