Oliver Lagore Vanvalin Investment Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6
| Closed | -$545 | – | 835 |
|
2023
Q1 | $545 | Sell |
6
-8
| -57% | -$727 | ﹤0.01% | 640 |
|
2022
Q4 | $1.3K | Hold |
14
| – | – | ﹤0.01% | 581 |
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 618 |
|
2022
Q2 | $1K | Sell |
14
-2,104
| -99% | -$150K | ﹤0.01% | 593 |
|
2022
Q1 | $221K | Buy |
+2,118
| New | +$221K | 0.15% | 89 |
|