McKinley Carter Wealth Services’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 | $536K | Sell |
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|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $479K | Hold |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $452K | Hold |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $751K | Sell |
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|
2021
Q4 | $884K | Sell |
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|
2021
Q3 | $877K | Sell |
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|
2021
Q2 | $974K | Sell |
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|
2021
Q1 | $2.78M | Sell |
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|
2020
Q4 | $2.84M | Buy |
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