Morris Financial Concepts’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 | $8.83K | Hold |
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|
2025
Q2 | $8K | Hold |
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|
2025
Q1 | $7.53K | Hold |
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|
2024
Q4 | $7.46K | Hold |
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|
2024
Q3 | $7.7K | Hold |
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|
2024
Q2 | $7.31K | Hold |
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|
2024
Q1 | $7.65K | Sell |
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|
2023
Q4 | $11.2K | Hold |
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|
2023
Q3 | $10K | Sell |
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|
2023
Q2 | $10.9K | Hold |
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|
2023
Q1 | $10.8K | Sell |
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|
2022
Q4 | $11.7K | Hold |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $13K | Buy |
|