Liberty 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
Q4 | – | Sell |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6.34M | Buy |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $4.21M | Hold |
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|
2020
Q4 | $4.21M | Buy |
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|
2020
Q3 | $2.96M | Buy |
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|
2020
Q2 | $2.31M | Buy |
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