Oliver Lagore Vanvalin Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102 | Buy |
+1
| New | +$102 | ﹤0.01% | 636 |
|
|
2024
Q4 | $96 | Hold |
1
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $99 | Sell |
1
-39
| -98% | -$3.86K | ﹤0.01% | 664 |
|
|
2024
Q2 | $3.37K | Sell |
40
-31
| -44% | -$2.61K | ﹤0.01% | 547 |
|
|
2024
Q1 | $5.94K | Sell |
71
-493
| -87% | -$41.2K | ﹤0.01% | 478 |
|
|
2023
Q4 | $44K | Sell |
564
-1,914
| -77% | -$149K | 0.02% | 225 |
|
|
2023
Q3 | $179K | Sell |
2,478
-885
| -26% | -$64.1K | 0.07% | 121 |
|
|
2023
Q2 | $250K | Buy |
3,363
+568
| +20% | +$42.2K | 0.09% | 118 |
|
|
2023
Q1 | $203K | Buy |
2,795
+1,003
| +56% | +$73K | 0.09% | 86 |
|
|
2022
Q4 | $129K | Sell |
1,792
-1,046
| -37% | -$75.4K | 0.07% | 107 |
|
|
2022
Q3 | $188K | Buy |
2,838
+1,171
| +70% | +$77.6K | 0.12% | 87 |
|
|
2022
Q2 | $117K | Buy |
1,667
+111
| +7% | +$7.79K | 0.07% | 118 |
|
|
2022
Q1 | $119K | Buy |
+1,556
| New | +$119K | 0.08% | 117 |
|