Mosaic Family Wealth’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
Q4 | – | Sell |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $345K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $271K | Sell |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $320K | Buy |
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