Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $677K | Sell |
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|
2025
Q2 | $686K | Sell |
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|
2025
Q1 | $742K | Sell |
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|
2024
Q4 | $823K | Sell |
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|
2024
Q3 | $991K | Buy |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $750K | Sell |
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|
2023
Q3 | $893K | Buy |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $486K | Buy |
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|
2021
Q3 | $407K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $250K | Buy |
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