Marietta 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
2021
Q1
Sell
2020
Q4
$234K Buy
2020
Q3
Sell
2020
Q2
$2.4M Sell
2020
Q1
$2.21M Sell
2019
Q4
$3.15M Sell
2019
Q3
$2.94M Buy
2019
Q2
$2.57M Buy
2019
Q1
$2.49M Buy